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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 | $77,814-77.1% | $158,223-88.7% | $86,983-79.5% |
| Participation rate | 76.3% | 68.4%+7.9pp | 79.2%-2.9pp | 69.5%+6.8pp |
| Annual return | 3.33% | 30.54%-27.2pp | 52.09%-48.8pp | 25.83%-22.5pp |
| Employer contribution / active EE | $1,364 | $2,592-47.4% | $4,109-66.8% | $2,584-47.2% |
| Participant deferral / active EE | $473 | $3,270-85.5% | $5,467-91.4% | $4,194-88.7% |
| Admin fee / account holder | $13,510 | $5,879+129.8% | $16,047-15.8% | $7,856+72.0% |