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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 | $22,216 | $81,457-72.7% | $103,378-78.5% | $80,911-72.5% |
| Participation rate | 80.0% | 66.8%+13.2pp | 74.5%+5.5pp | 67.6%+12.4pp |
| Annual return | 4.38% | 25.58%-21.2pp | 24.91%-20.5pp | 35.63%-31.2pp |
| Employer contribution / active EE | $869 | $3,107-72.0% | $3,870-77.5% | $2,756-68.5% |
| Participant deferral / active EE | $1,168 | $3,871-69.8% | $5,058-76.9% | $4,297-72.8% |
| Admin fee / account holder | $3,241 | $6,717-51.7% | $8,401-61.4% | $6,935-53.3% |