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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 | $12,841 | $81,331-84.2% | $155,534-91.7% | $80,935-84.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 2.65% | 33.37%-30.7pp | 64.92%-62.3pp | 35.66%-33.0pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $260 | $3,454-92.5% | $5,630-95.4% | $4,299-94.0% |
| Admin fee / account holder | $2,487 | $7,999-68.9% | $15,900-84.4% | $6,924-64.1% |