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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 | $5,220 | $69,118-92.4% | $53,647-90.3% | $138,895-96.2% |
| Participation rate | 70.0% | 64.0%+6.0pp | 56.3%+13.7pp | 79.9%-9.9pp |
| Annual return | 2.63% | 248.26%-245.6pp | 358.33%-355.7pp | 145.39%-142.8pp |
| Employer contribution / active EE | $58 | $1,189-95.1% | $962-94.0% | $4,194-98.6% |
| Participant deferral / active EE | $58 | $2,274-97.4% | $1,813-96.8% | $6,396-99.1% |
| Admin fee / account holder | $8,316 | $2,724+205.3% | $2,460+238.0% | $12,562-33.8% |