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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 | $9,661 | $81,358-88.1% | $155,556-93.8% | $80,959-88.1% |
| Participation rate | 93.1% | 66.3%+26.8pp | 78.2%+14.9pp | 67.7%+25.4pp |
| Annual return | 6.33% | 33.39%-27.1pp | 64.84%-58.5pp | 35.67%-29.3pp |
| Employer contribution / active EE | $1,248 | $3,106-59.8% | $4,675-73.3% | $2,757-54.7% |
| Participant deferral / active EE | $319 | $3,455-90.8% | $5,631-94.3% | $4,300-92.6% |
| Admin fee / account holder | $982 | $7,994-87.7% | $15,885-93.8% | $6,925-85.8% |