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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 | $15,370 | $77,908-80.3% | $149,696-89.7% | $75,173-79.6% |
| Participation rate | 73.1% | 65.6%+7.6pp | 78.8%-5.6pp | 67.2%+5.9pp |
| Annual return | 11.50% | 31.73%-20.2pp | 134.46%-123.0pp | 160.72%-149.2pp |
| Employer contribution / active EE | $1,215 | $3,138-61.3% | $4,821-74.8% | $2,671-54.5% |
| Participant deferral / active EE | $756 | $3,411-77.9% | $5,682-86.7% | $4,126-81.7% |
| Admin fee / account holder | $1,721 | $5,950-71.1% | $13,212-87.0% | $5,651-69.5% |