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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 | $31,784 | $65,712-51.6% | $57,196-44.4% | $273,972-88.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -1.43% | 22.01%-23.4pp | 14.59%-16.0pp | 41.46%-42.9pp |
| Employer contribution / active EE | $720 | $3,280-78.0% | $2,683-73.2% | $4,869-85.2% |
| Participant deferral / active EE | $134 | $3,782-96.5% | $3,096-95.7% | $5,287-97.5% |
| Admin fee / account holder | $306 | $4,838-93.7% | $3,141-90.3% | $10,133-97.0% |