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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 | $19,048 | $54,757-65.2% | $90,304-78.9% | $72,975-73.9% |
| Participation rate | 92.6% | 65.2%+27.4pp | 73.3%+19.3pp | 69.5%+23.1pp |
| Annual return | 2.97% | 30.63%-27.7pp | 78.13%-75.2pp | 81.01%-78.0pp |
| Employer contribution / active EE | $662 | $2,093-68.4% | $2,855-76.8% | $2,440-72.9% |
| Participant deferral / active EE | $443 | $2,887-84.7% | $3,885-88.6% | $3,608-87.7% |
| Admin fee / account holder | $1,291 | $3,973-67.5% | $5,354-75.9% | $5,124-74.8% |