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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,877 | $75,541-80.3% | $152,093-90.2% | $82,637-82.0% |
| Participation rate | 83.3% | 66.5%+16.8pp | 77.8%+5.6pp | 68.1%+15.3pp |
| Annual return | 11.32% | 32.56%-21.2pp | 66.36%-55.0pp | 53.51%-42.2pp |
| Employer contribution / active EE | $606 | $2,622-76.9% | $4,175-85.5% | $2,552-76.3% |
| Participant deferral / active EE | $815 | $3,206-74.6% | $5,451-85.0% | $4,126-80.2% |
| Admin fee / account holder | $1,328 | $6,405-79.3% | $14,497-90.8% | $7,339-81.9% |