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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 | $16,743 | $76,407-78.1% | $150,298-88.9% | $82,448-79.7% |
| Participation rate | 89.3% | 66.4%+22.9pp | 77.8%+11.5pp | 68.1%+21.2pp |
| Annual return | 8.54% | 39.99%-31.5pp | 62.79%-54.2pp | 41.64%-33.1pp |
| Employer contribution / active EE | $2,900 | $2,614+10.9% | $4,154-30.2% | $2,551+13.7% |
| Participant deferral / active EE | $119 | $3,214-96.3% | $5,453-97.8% | $4,139-97.1% |
| Admin fee / account holder | $3,687 | $6,352-42.0% | $14,116-73.9% | $7,234-49.0% |