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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 | $8,926 | $69,118-87.1% | $53,647-83.4% | $138,895-93.6% |
| Participation rate | 70.0% | 64.0%+6.0pp | 56.3%+13.7pp | 79.9%-9.9pp |
| Annual return | 0.57% | 248.26%-247.7pp | 358.33%-357.8pp | 145.39%-144.8pp |
| Employer contribution / active EE | $1,421 | $1,189+19.4% | $962+47.7% | $4,194-66.1% |
| Participant deferral / active EE | $0 | $2,274-100.0% | $1,813-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,673 | $2,724-38.6% | $2,460-32.0% | $12,562-86.7% |