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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 | $27,384 | $76,834-64.4% | $108,359-74.7% | $87,485-68.7% |
| Participation rate | 73.1% | 61.7%+11.4pp | 70.1%+3.0pp | 68.9%+4.2pp |
| Annual return | 11.54% | 19.09%-7.5pp | 36.89%-25.3pp | 26.06%-14.5pp |
| Employer contribution / active EE | $588 | $1,556-62.2% | $2,399-75.5% | $2,596-77.3% |
| Participant deferral / active EE | $950 | $3,100-69.3% | $4,137-77.0% | $4,274-77.8% |
| Admin fee / account holder | $1,075 | $6,537-83.6% | $9,741-89.0% | $7,775-86.2% |