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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 | $25,927 | $93,598-72.3% | $135,974-80.9% | $75,173-65.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 81.9%-6.9pp | 67.2%+7.8pp |
| Annual return | 12.70% | 30.89%-18.2pp | 68.30%-55.6pp | 160.72%-148.0pp |
| Employer contribution / active EE | $984 | $3,538-72.2% | $4,859-79.7% | $2,671-63.1% |
| Participant deferral / active EE | $2,399 | $6,405-62.5% | $7,760-69.1% | $4,126-41.9% |
| Admin fee / account holder | $1,362 | $6,978-80.5% | $10,767-87.4% | $5,651-75.9% |