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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 | $17,597 | $53,128-66.9% | $86,582-79.7% | $70,126-74.9% |
| Participation rate | 77.4% | 65.3%+12.1pp | 73.5%+3.9pp | 69.5%+7.9pp |
| Annual return | 12.31% | 27.66%-15.3pp | 965.08%-952.8pp | 73.15%-60.8pp |
| Employer contribution / active EE | $374 | $2,068-81.9% | $2,839-86.8% | $2,343-84.0% |
| Participant deferral / active EE | $580 | $2,695-78.5% | $3,609-83.9% | $3,332-82.6% |
| Admin fee / account holder | $2,543 | $3,584-29.1% | $4,904-48.2% | $4,645-45.3% |