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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 | $14,261 | $107,809-86.8% | $97,032-85.3% | $155,188-90.8% |
| Participation rate | 81.8% | 75.5%+6.3pp | 71.6%+10.3pp | 80.8%+1.0pp |
| Annual return | 6.36% | 38.06%-31.7pp | 35.38%-29.0pp | 148.84%-142.5pp |
| Employer contribution / active EE | $342 | $2,911-88.3% | $2,629-87.0% | $4,248-92.0% |
| Participant deferral / active EE | $582 | $5,129-88.7% | $4,672-87.5% | $6,531-91.1% |
| Admin fee / account holder | $14,231 | $10,717+32.8% | $9,418+51.1% | $14,480-1.7% |