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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 | $13,641 | $77,920-82.5% | $149,723-90.9% | $75,177-81.9% |
| Participation rate | 82.8% | 65.6%+17.2pp | 78.8%+4.0pp | 67.2%+15.6pp |
| Annual return | 13.27% | 31.72%-18.5pp | 134.50%-121.2pp | 160.75%-147.5pp |
| Employer contribution / active EE | $728 | $3,138-76.8% | $4,821-84.9% | $2,671-72.7% |
| Participant deferral / active EE | $682 | $3,411-80.0% | $5,682-88.0% | $4,126-83.5% |
| Admin fee / account holder | $3,964 | $5,951-33.4% | $13,215-70.0% | $5,651-29.9% |