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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 | $6,902 | $76,407-91.0% | $150,298-95.4% | $82,448-91.6% |
| Participation rate | 98.9% | 66.4%+32.5pp | 77.8%+21.2pp | 68.1%+30.9pp |
| Annual return | 10.54% | 39.99%-29.5pp | 62.79%-52.2pp | 41.64%-31.1pp |
| Employer contribution / active EE | $764 | $2,614-70.8% | $4,154-81.6% | $2,551-70.0% |
| Participant deferral / active EE | $42 | $3,214-98.7% | $5,453-99.2% | $4,139-99.0% |
| Admin fee / account holder | $1,281 | $6,352-79.8% | $14,116-90.9% | $7,234-82.3% |