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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 | $46,068 | $48,364-4.7% | $71,796-35.8% | $62,881-26.7% |
| Participation rate | 71.0% | 60.6%+10.3pp | 69.1%+1.9pp | 69.3%+1.7pp |
| Annual return | 4.73% | 13.16%-8.4pp | 78.04%-73.3pp | 20.14%-15.4pp |
| Employer contribution / active EE | $252 | $1,042-75.8% | $1,924-86.9% | $2,281-88.9% |
| Participant deferral / active EE | $854 | $2,091-59.2% | $2,794-69.4% | $3,203-73.3% |
| Admin fee / account holder | $16,963 | $3,771+349.8% | $4,815+252.3% | $4,296+294.9% |