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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 | $13,062 | $48,011-72.8% | $63,803-79.5% | $82,637-84.2% |
| Participation rate | 73.1% | 66.6%+6.6pp | 72.7%+0.4pp | 68.1%+5.1pp |
| Annual return | 8.63% | 19.84%-11.2pp | 543.72%-535.1pp | 53.51%-44.9pp |
| Employer contribution / active EE | $1,964 | $1,904+3.1% | $2,532-22.5% | $2,552-23.1% |
| Participant deferral / active EE | $261 | $2,846-90.8% | $3,843-93.2% | $4,126-93.7% |
| Admin fee / account holder | $854 | $3,873-77.9% | $5,196-83.6% | $7,339-88.4% |