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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 | $14,831 | $91,198-83.7% | $178,503-91.7% | $79,856-81.4% |
| Participation rate | 93.1% | 69.2%+23.8pp | 81.9%+11.1pp | 69.6%+23.4pp |
| Annual return | 4.00% | 24.20%-20.2pp | 151.12%-147.1pp | 31.71%-27.7pp |
| Employer contribution / active EE | $618 | $3,257-81.0% | $5,011-87.7% | $2,471-75.0% |
| Participant deferral / active EE | $885 | $3,237-72.7% | $5,202-83.0% | $3,741-76.3% |
| Admin fee / account holder | $634 | $6,748-90.6% | $13,987-95.5% | $5,306-88.1% |