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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 | $10,438 | $75,541-86.2% | $152,093-93.1% | $82,637-87.4% |
| Participation rate | 97.0% | 66.5%+30.4pp | 77.8%+19.2pp | 68.1%+28.9pp |
| Annual return | 10.69% | 32.56%-21.9pp | 66.36%-55.7pp | 53.51%-42.8pp |
| Employer contribution / active EE | $1,050 | $2,622-59.9% | $4,175-74.8% | $2,552-58.8% |
| Participant deferral / active EE | $553 | $3,206-82.7% | $5,451-89.8% | $4,126-86.6% |
| Admin fee / account holder | $759 | $6,405-88.1% | $14,497-94.8% | $7,339-89.7% |