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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 | $22,834 | $84,236-72.9% | $170,435-86.6% | $70,126-67.4% |
| Participation rate | 74.2% | 70.8%+3.4pp | 83.6%-9.4pp | 69.5%+4.7pp |
| Annual return | 9.25% | 23.06%-13.8pp | 205.94%-196.7pp | 73.15%-63.9pp |
| Employer contribution / active EE | $552 | $3,387-83.7% | $5,432-89.8% | $2,343-76.5% |
| Participant deferral / active EE | $628 | $3,086-79.6% | $4,939-87.3% | $3,332-81.1% |
| Admin fee / account holder | $1,873 | $5,698-67.1% | $13,881-86.5% | $4,645-59.7% |