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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 | $15,221 | $77,814-80.4% | $158,223-90.4% | $86,983-82.5% |
| Participation rate | 86.0% | 68.4%+17.6pp | 79.2%+6.8pp | 69.5%+16.5pp |
| Annual return | 10.41% | 30.54%-20.1pp | 52.09%-41.7pp | 25.83%-15.4pp |
| Employer contribution / active EE | $1,758 | $2,592-32.2% | $4,109-57.2% | $2,584-32.0% |
| Participant deferral / active EE | $682 | $3,270-79.2% | $5,467-87.5% | $4,194-83.7% |
| Admin fee / account holder | $1,839 | $5,879-68.7% | $16,047-88.5% | $7,856-76.6% |