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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 | $18,735 | $46,688-59.9% | $189,758-90.1% | $69,733-73.1% |
| Participation rate | 100.0% | 61.7%+38.3pp | 79.8%+20.2pp | 62.5%+37.5pp |
| Annual return | 9.08% | 14.35%-5.3pp | 52.62%-43.5pp | 15.22%-6.1pp |
| Employer contribution / active EE | $856 | $1,695-49.5% | $4,767-82.0% | $2,250-62.0% |
| Participant deferral / active EE | $560 | $2,143-73.9% | $5,856-90.4% | $3,054-81.7% |
| Admin fee / account holder | $4,142 | $1,700+143.6% | $20,388-79.7% | $3,102+33.5% |