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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 | $30,473 | $99,875-69.5% | $146,866-79.3% | $86,983-65.0% |
| Participation rate | 74.1% | 75.8%-1.7pp | 82.5%-8.4pp | 69.5%+4.5pp |
| Annual return | 10.51% | 28.10%-17.6pp | 102.85%-92.3pp | 25.83%-15.3pp |
| Employer contribution / active EE | $660 | $3,224-79.5% | $4,425-85.1% | $2,584-74.5% |
| Participant deferral / active EE | $1,177 | $6,322-81.4% | $7,759-84.8% | $4,194-71.9% |
| Admin fee / account holder | $903 | $7,838-88.5% | $13,620-93.4% | $7,856-88.5% |