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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 | $20,856 | $72,027-71.0% | $185,861-88.8% | $79,856-73.9% |
| Participation rate | 70.3% | 65.8%+4.5pp | 78.0%-7.8pp | 69.6%+0.6pp |
| Annual return | 9.32% | 23.13%-13.8pp | 35.96%-26.6pp | 31.71%-22.4pp |
| Employer contribution / active EE | $944 | $1,965-52.0% | $4,088-76.9% | $2,471-61.8% |
| Participant deferral / active EE | $1,211 | $3,780-68.0% | $5,634-78.5% | $3,741-67.6% |
| Admin fee / account holder | $4,282 | $4,513-5.1% | $9,503-54.9% | $5,306-19.3% |