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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 | $13,743 | $85,171-83.9% | $172,752-92.0% | $72,975-81.2% |
| Participation rate | 81.1% | 70.1%+11.0pp | 82.6%-1.5pp | 69.5%+11.6pp |
| Annual return | 12.80% | 27.32%-14.5pp | 802.97%-790.2pp | 81.01%-68.2pp |
| Employer contribution / active EE | $572 | $3,324-82.8% | $5,144-88.9% | $2,440-76.5% |
| Participant deferral / active EE | $785 | $3,260-75.9% | $5,198-84.9% | $3,608-78.2% |
| Admin fee / account holder | $2,177 | $5,880-63.0% | $13,955-84.4% | $5,124-57.5% |