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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 | $17,842 | $78,690-77.3% | $161,489-89.0% | $87,485-79.6% |
| Participation rate | 76.3% | 67.5%+8.9pp | 78.7%-2.4pp | 68.9%+7.4pp |
| Annual return | 3.33% | 32.74%-29.4pp | 89.72%-86.4pp | 26.06%-22.7pp |
| Employer contribution / active EE | $1,364 | $2,588-47.3% | $4,268-68.0% | $2,596-47.5% |
| Participant deferral / active EE | $473 | $3,311-85.7% | $5,630-91.6% | $4,274-88.9% |
| Admin fee / account holder | $13,510 | $6,724+100.9% | $16,006-15.6% | $7,775+73.8% |