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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 | $18,979 | $84,236-77.5% | $170,435-88.9% | $70,126-72.9% |
| Participation rate | 70.4% | 70.8%-0.5pp | 83.6%-13.2pp | 69.5%+0.8pp |
| Annual return | 4.33% | 23.06%-18.7pp | 205.94%-201.6pp | 73.15%-68.8pp |
| Employer contribution / active EE | $590 | $3,387-82.6% | $5,432-89.1% | $2,343-74.8% |
| Participant deferral / active EE | $633 | $3,086-79.5% | $4,939-87.2% | $3,332-81.0% |
| Admin fee / account holder | $4,498 | $5,698-21.1% | $13,881-67.6% | $4,645-3.2% |