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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 | $17,175 | $48,327-64.5% | $67,575-74.6% | $80,935-78.8% |
| Participation rate | 87.0% | 66.4%+20.5pp | 72.9%+14.0pp | 67.7%+19.3pp |
| Annual return | 10.91% | 18.31%-7.4pp | 3528.98%-3518.1pp | 35.66%-24.7pp |
| Employer contribution / active EE | $699 | $2,022-65.4% | $2,736-74.5% | $2,757-74.7% |
| Participant deferral / active EE | $157 | $2,927-94.6% | $4,003-96.1% | $4,299-96.4% |
| Admin fee / account holder | $1,025 | $3,692-72.2% | $3,993-74.3% | $6,924-85.2% |