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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 | $25,094 | $65,367-61.6% | $92,915-73.0% | $72,976-65.6% |
| Participation rate | 93.2% | 68.3%+24.9pp | 76.0%+17.2pp | 69.5%+23.8pp |
| Annual return | 10.61% | 42.11%-31.5pp | 109.45%-98.8pp | 81.02%-70.4pp |
| Employer contribution / active EE | $6,063 | $2,594+133.8% | $3,653+66.0% | $2,440+148.5% |
| Participant deferral / active EE | $921 | $3,128-70.6% | $4,238-78.3% | $3,608-74.5% |
| Admin fee / account holder | $2,588 | $4,251-39.1% | $5,796-55.4% | $5,124-49.5% |