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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 | $8,911 | $25,723-65.4% | $69,182-87.1% | $55,167-83.8% |
| Participation rate | 98.3% | 39.4%+58.8pp | 55.1%+43.2pp | 69.0%+29.3pp |
| Annual return | 0.99% | 9.56%-8.6pp | -21.93%+22.9pp | 169.23%-168.2pp |
| Employer contribution / active EE | $752 | $480+56.5% | $1,206-37.6% | $1,963-61.7% |
| Participant deferral / active EE | $0 | $963-100.0% | $1,897-100.0% | $3,054-100.0% |
| Admin fee / account holder | $484 | $365+32.8% | $2,697-82.0% | $504-3.9% |