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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 | $20,211 | $46,534-56.6% | $64,097-68.5% | $75,177-73.1% |
| Participation rate | 78.4% | 65.9%+12.5pp | 72.3%+6.1pp | 67.2%+11.2pp |
| Annual return | 11.45% | 26.07%-14.6pp | 33.75%-22.3pp | 160.75%-149.3pp |
| Employer contribution / active EE | $1,544 | $1,976-21.8% | $2,750-43.8% | $2,671-42.2% |
| Participant deferral / active EE | $454 | $2,835-84.0% | $3,881-88.3% | $4,126-89.0% |
| Admin fee / account holder | $545 | $2,957-81.6% | $3,070-82.3% | $5,651-90.4% |