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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 | $31,597 | $58,493-46.0% | $84,023-62.4% | $72,976-56.7% |
| Participation rate | 78.4% | 61.2%+17.1pp | 69.0%+9.4pp | 69.5%+8.9pp |
| Annual return | 9.46% | 28.93%-19.5pp | 71.32%-61.9pp | 81.02%-71.6pp |
| Employer contribution / active EE | $485 | $1,163-58.3% | $1,984-75.6% | $2,440-80.1% |
| Participant deferral / active EE | $994 | $2,394-58.5% | $3,239-69.3% | $3,608-72.4% |
| Admin fee / account holder | $1,635 | $4,569-64.2% | $6,102-73.2% | $5,124-68.1% |