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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 | $20,923 | $49,239-57.5% | $70,462-70.3% | $79,858-73.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | -0.94% | 30.08%-31.0pp | 109.08%-110.0pp | 31.72%-32.7pp |
| Employer contribution / active EE | $480 | $2,100-77.1% | $2,737-82.5% | $2,471-80.6% |
| Participant deferral / active EE | $542 | $2,769-80.4% | $3,710-85.4% | $3,740-85.5% |
| Admin fee / account holder | $1,245 | $2,876-56.7% | $3,845-67.6% | $5,306-76.5% |