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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 | $31,163 | $55,713-44.1% | $75,894-58.9% | $72,983-57.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 0.62% | 27.60%-27.0pp | 30.76%-30.1pp | 81.01%-80.4pp |
| Employer contribution / active EE | $893 | $1,687-47.1% | $2,501-64.3% | $2,440-63.4% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,603-100.0% | $3,608-100.0% |
| Admin fee / account holder | $10,513 | $3,980+164.1% | $5,420+94.0% | $5,124+105.2% |