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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 | $23,792 | $46,732-49.1% | $156,551-84.8% | $55,167-56.9% |
| Participation rate | 81.7% | 65.8%+15.9pp | 84.0%-2.3pp | 69.0%+12.7pp |
| Annual return | 1.77% | 17.72%-15.9pp | 32.23%-30.5pp | 169.23%-167.5pp |
| Employer contribution / active EE | $525 | $2,105-75.1% | $5,501-90.5% | $1,963-73.3% |
| Participant deferral / active EE | $600 | $2,204-72.8% | $4,871-87.7% | $3,054-80.4% |
| Admin fee / account holder | $2,890 | $418+590.9% | $13,028-77.8% | $504+473.6% |