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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 | $28,499 | $84,236-66.2% | $170,435-83.3% | $70,126-59.4% |
| Participation rate | 85.5% | 70.8%+14.7pp | 83.6%+1.9pp | 69.5%+16.0pp |
| Annual return | 11.76% | 23.06%-11.3pp | 205.94%-194.2pp | 73.15%-61.4pp |
| Employer contribution / active EE | $583 | $3,387-82.8% | $5,432-89.3% | $2,343-75.1% |
| Participant deferral / active EE | $682 | $3,086-77.9% | $4,939-86.2% | $3,332-79.5% |
| Admin fee / account holder | $398 | $5,698-93.0% | $13,881-97.1% | $4,645-91.4% |