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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 | $16,466 | $45,343-63.7% | $150,298-89.0% | $67,986-75.8% |
| Participation rate | 100.0% | 51.9%+48.1pp | 77.8%+22.2pp | 57.2%+42.8pp |
| Annual return | 10.40% | 33.28%-22.9pp | 62.79%-52.4pp | 31.67%-21.3pp |
| Employer contribution / active EE | $784 | $1,462-46.3% | $4,154-81.1% | $2,019-61.1% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $5,453-100.0% | $3,358-100.0% |
| Admin fee / account holder | $2,543 | $2,250+13.0% | $14,116-82.0% | $3,203-20.6% |