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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 | $17,711 | $77,905-77.3% | $149,682-88.2% | $75,173-76.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 9.34% | 31.72%-22.4pp | 134.35%-125.0pp | 160.65%-151.3pp |
| Employer contribution / active EE | $598 | $3,138-80.9% | $4,818-87.6% | $2,670-77.6% |
| Participant deferral / active EE | $851 | $3,411-75.1% | $5,681-85.0% | $4,126-79.4% |
| Admin fee / account holder | $969 | $5,957-83.7% | $13,210-92.7% | $5,651-82.9% |