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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 | $81,331-88.1% | $155,534-93.8% | $80,935-88.1% |
| Participation rate | 93.1% | 66.3%+26.9pp | 78.2%+14.9pp | 67.7%+25.4pp |
| Annual return | 6.33% | 33.37%-27.0pp | 64.92%-58.6pp | 35.66%-29.3pp |
| Employer contribution / active EE | $1,248 | $3,105-59.8% | $4,675-73.3% | $2,757-54.7% |
| Participant deferral / active EE | $319 | $3,454-90.8% | $5,630-94.3% | $4,299-92.6% |
| Admin fee / account holder | $982 | $7,999-87.7% | $15,900-93.8% | $6,924-85.8% |