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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 | $27,974 | $84,233-66.8% | $170,436-83.6% | $70,131-60.1% |
| Participation rate | 83.9% | 70.8%+13.0pp | 83.6%+0.3pp | 69.5%+14.3pp |
| Annual return | 4.12% | 23.06%-18.9pp | 205.94%-201.8pp | 73.14%-69.0pp |
| Employer contribution / active EE | $1,272 | $3,387-62.5% | $5,433-76.6% | $2,342-45.7% |
| Participant deferral / active EE | $734 | $3,086-76.2% | $4,939-85.1% | $3,332-78.0% |
| Admin fee / account holder | $323 | $5,698-94.3% | $13,880-97.7% | $4,645-93.1% |