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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 | $14,857 | $76,407-80.6% | $150,298-90.1% | $82,448-82.0% |
| Participation rate | 98.3% | 66.4%+31.9pp | 77.8%+20.5pp | 68.1%+30.2pp |
| Annual return | 12.02% | 39.99%-28.0pp | 62.79%-50.8pp | 41.64%-29.6pp |
| Employer contribution / active EE | $1,758 | $2,614-32.7% | $4,154-57.7% | $2,551-31.1% |
| Participant deferral / active EE | $636 | $3,214-80.2% | $5,453-88.3% | $4,139-84.6% |
| Admin fee / account holder | $2,107 | $6,352-66.8% | $14,116-85.1% | $7,234-70.9% |