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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 | $13,409 | $58,057-76.9% | $97,032-86.2% | $86,983-84.6% |
| Participation rate | 98.5% | 60.4%+38.1pp | 71.6%+26.9pp | 69.5%+28.9pp |
| Annual return | 10.97% | 22.26%-11.3pp | 35.38%-24.4pp | 25.83%-14.9pp |
| Employer contribution / active EE | $1,375 | $1,663-17.3% | $2,629-47.7% | $2,584-46.8% |
| Participant deferral / active EE | $796 | $3,244-75.5% | $4,672-83.0% | $4,194-81.0% |
| Admin fee / account holder | $371 | $4,839-92.3% | $9,418-96.1% | $7,856-95.3% |