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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 | $24,130 | $93,617-74.2% | $135,982-82.3% | $75,177-67.9% |
| Participation rate | 88.9% | 75.2%+13.7pp | 81.9%+7.0pp | 67.2%+21.7pp |
| Annual return | 12.90% | 30.89%-18.0pp | 68.32%-55.4pp | 160.75%-147.8pp |
| Employer contribution / active EE | $3,282 | $3,538-7.2% | $4,859-32.4% | $2,671+22.9% |
| Participant deferral / active EE | $874 | $6,406-86.4% | $7,760-88.7% | $4,126-78.8% |
| Admin fee / account holder | $525 | $6,980-92.5% | $10,767-95.1% | $5,651-90.7% |