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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 | $27,891 | $57,976-51.9% | $63,018-55.7% | $62,293-55.2% |
| Participation rate | 71.4% | 75.9%-4.5pp | 74.8%-3.4pp | 69.5%+1.9pp |
| Annual return | 10.73% | 17.54%-6.8pp | 87.62%-76.9pp | 28.90%-18.2pp |
| Employer contribution / active EE | $842 | $2,415-65.1% | $2,761-69.5% | $2,042-58.8% |
| Participant deferral / active EE | $1,025 | $2,956-65.3% | $3,330-69.2% | $3,169-67.7% |
| Admin fee / account holder | $1,724 | $276+525.1% | $3,601-52.1% | $479+259.6% |