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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 | $14,767 | $53,841-72.6% | $75,731-80.5% | $85,851-82.8% |
| Participation rate | 85.3% | 69.0%+16.3pp | 74.8%+10.5pp | 69.3%+16.0pp |
| Annual return | 10.12% | 24.54%-14.4pp | 104.65%-94.5pp | 318.63%-308.5pp |
| Employer contribution / active EE | $534 | $2,017-73.5% | $2,743-80.5% | $2,565-79.2% |
| Participant deferral / active EE | $163 | $2,895-94.4% | $3,820-95.7% | $3,952-95.9% |
| Admin fee / account holder | $768 | $3,340-77.0% | $3,620-78.8% | $6,261-87.7% |