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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 | $25,881 | $54,541-52.5% | $78,778-67.1% | $70,126-63.1% |
| Participation rate | 90.7% | 60.8%+29.9pp | 69.2%+21.5pp | 69.5%+21.2pp |
| Annual return | 11.06% | 21.07%-10.0pp | 35.62%-24.6pp | 73.15%-62.1pp |
| Employer contribution / active EE | $632 | $1,089-41.9% | $1,986-68.2% | $2,343-73.0% |
| Participant deferral / active EE | $838 | $2,210-62.1% | $2,958-71.7% | $3,332-74.9% |
| Admin fee / account holder | $1,527 | $3,709-58.8% | $5,134-70.3% | $4,645-67.1% |