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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 | $16,546 | $99,345-83.3% | $84,753-80.5% | $273,972-94.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -1.29% | 22.93%-24.2pp | 22.78%-24.1pp | 41.46%-42.7pp |
| Employer contribution / active EE | $1,386 | $4,214-67.1% | $3,574-61.2% | $4,869-71.5% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,296 | $6,645-80.5% | $5,333-75.7% | $10,133-87.2% |