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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 | $17,726 | $81,358-78.2% | $155,556-88.6% | $80,959-78.1% |
| Participation rate | 98.5% | 66.3%+32.2pp | 78.2%+20.3pp | 67.7%+30.8pp |
| Annual return | 9.50% | 33.39%-23.9pp | 64.84%-55.3pp | 35.67%-26.2pp |
| Employer contribution / active EE | $2,988 | $3,106-3.8% | $4,675-36.1% | $2,757+8.4% |
| Participant deferral / active EE | $662 | $3,455-80.8% | $5,631-88.2% | $4,300-84.6% |
| Admin fee / account holder | $4,098 | $7,994-48.7% | $15,885-74.2% | $6,925-40.8% |