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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 | $26,467 | $98,776-73.2% | $149,745-82.3% | $79,856-66.9% |
| Participation rate | 72.2% | 75.8%-3.6pp | 82.5%-10.3pp | 69.6%+2.6pp |
| Annual return | 10.63% | 27.38%-16.7pp | 276.72%-266.1pp | 31.71%-21.1pp |
| Employer contribution / active EE | $793 | $3,217-75.3% | $4,646-82.9% | $2,471-67.9% |
| Participant deferral / active EE | $2,142 | $5,681-62.3% | $6,843-68.7% | $3,741-42.7% |
| Admin fee / account holder | $4,871 | $6,053-19.5% | $9,312-47.7% | $5,306-8.2% |