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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 | $20,787 | $56,287-63.1% | $80,977-74.3% | $62,881-66.9% |
| Participation rate | 73.2% | 68.9%+4.2pp | 75.8%-2.6pp | 69.3%+3.9pp |
| Annual return | 4.61% | 22.13%-17.5pp | 17.11%-12.5pp | 20.14%-15.5pp |
| Employer contribution / active EE | $737 | $1,943-62.0% | $3,715-80.1% | $2,281-67.7% |
| Participant deferral / active EE | $1,065 | $4,196-74.6% | $5,696-81.3% | $3,203-66.7% |
| Admin fee / account holder | $1,549 | $3,742-58.6% | $5,517-71.9% | $4,296-63.9% |