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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 | $28,234 | $80,753-65.0% | $136,298-79.3% | $62,293-54.7% |
| Participation rate | 79.6% | 73.5%+6.1pp | 81.9%-2.3pp | 69.5%+10.1pp |
| Annual return | 5.54% | 35.83%-30.3pp | 5156.27%-5150.7pp | 28.90%-23.4pp |
| Employer contribution / active EE | $919 | $2,884-68.1% | $4,696-80.4% | $2,042-55.0% |
| Participant deferral / active EE | $1,372 | $5,164-73.4% | $6,247-78.0% | $3,169-56.7% |
| Admin fee / account holder | $2,536 | $525+382.7% | $9,244-72.6% | $479+429.1% |