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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 | $43,496-56.9% | $161,489-88.4% | $64,340-70.9% |
| Participation rate | 100.0% | 53.5%+46.5pp | 78.7%+21.3pp | 55.2%+44.8pp |
| Annual return | 9.08% | 20.76%-11.7pp | 89.72%-80.6pp | 24.14%-15.1pp |
| Employer contribution / active EE | $856 | $1,431-40.2% | $4,268-79.9% | $1,862-54.0% |
| Participant deferral / active EE | $560 | $1,996-71.9% | $5,630-90.0% | $2,980-81.2% |
| Admin fee / account holder | $4,142 | $2,330+77.8% | $16,006-74.1% | $3,703+11.9% |