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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 | $11,063 | $81,358-86.4% | $155,556-92.9% | $80,959-86.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 7.08% | 33.39%-26.3pp | 64.84%-57.8pp | 35.67%-28.6pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $713 | $3,455-79.4% | $5,631-87.3% | $4,300-83.4% |
| Admin fee / account holder | $818 | $7,994-89.8% | $15,885-94.8% | $6,925-88.2% |