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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 | $75,541-77.8% | $152,093-89.0% | $82,637-79.7% |
| Participation rate | 89.3% | 66.5%+22.7pp | 77.8%+11.5pp | 68.1%+21.2pp |
| Annual return | 8.54% | 32.56%-24.0pp | 66.36%-57.8pp | 53.51%-45.0pp |
| Employer contribution / active EE | $2,900 | $2,622+10.6% | $4,175-30.5% | $2,552+13.6% |
| Participant deferral / active EE | $119 | $3,206-96.3% | $5,451-97.8% | $4,126-97.1% |
| Admin fee / account holder | $3,687 | $6,405-42.4% | $14,497-74.6% | $7,339-49.8% |