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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 | $14,549 | $39,028-62.7% | $80,741-82.0% | $85,847-83.1% |
| Participation rate | 100.0% | 41.6%+58.4pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 0.87% | 26.31%-25.4pp | 87.30%-86.4pp | 318.61%-317.7pp |
| Employer contribution / active EE | $2,030 | $722+181.1% | $1,160+75.0% | $2,565-20.9% |
| Participant deferral / active EE | $0 | $1,326-100.0% | $2,145-100.0% | $3,952-100.0% |
| Admin fee / account holder | $489 | $2,429-79.9% | $3,380-85.5% | $6,261-92.2% |