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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 | $34,768 | $99,875-65.2% | $146,866-76.3% | $86,983-60.0% |
| Participation rate | 97.0% | 75.8%+21.2pp | 82.5%+14.5pp | 69.5%+27.4pp |
| Annual return | 4.97% | 28.10%-23.1pp | 102.85%-97.9pp | 25.83%-20.9pp |
| Employer contribution / active EE | $339 | $3,224-89.5% | $4,425-92.3% | $2,584-86.9% |
| Participant deferral / active EE | $1,644 | $6,322-74.0% | $7,759-78.8% | $4,194-60.8% |
| Admin fee / account holder | $2,064 | $7,838-73.7% | $13,620-84.8% | $7,856-73.7% |