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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 | $18,724 | $61,338-69.5% | $149,717-87.5% | $71,495-73.8% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 11.99% | 35.86%-23.9pp | 134.41%-122.4pp | 28.85%-16.9pp |
| Employer contribution / active EE | $445 | $2,381-81.3% | $4,820-90.8% | $2,589-82.8% |
| Participant deferral / active EE | $660 | $2,919-77.4% | $5,682-88.4% | $4,291-84.6% |
| Admin fee / account holder | $667 | $1,263-47.2% | $13,213-95.0% | $1,588-58.0% |