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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 | $25,867 | $46,732-44.6% | $156,551-83.5% | $55,167-53.1% |
| Participation rate | 99.1% | 65.8%+33.3pp | 84.0%+15.1pp | 69.0%+30.1pp |
| Annual return | 1.62% | 17.72%-16.1pp | 32.23%-30.6pp | 169.23%-167.6pp |
| Employer contribution / active EE | $6,214 | $2,105+195.2% | $5,501+13.0% | $1,963+216.6% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $509 | $418+21.7% | $13,028-96.1% | $504+1.0% |