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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 | $15,256 | $61,815-75.3% | $97,295-84.3% | $80,959-81.2% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | 10.30% | -558.73%+569.0pp | 75.62%-65.3pp | 35.67%-25.4pp |
| Employer contribution / active EE | $1,796 | $1,836-2.2% | $2,723-34.0% | $2,757-34.9% |
| Participant deferral / active EE | $110 | $3,027-96.4% | $4,264-97.4% | $4,300-97.4% |
| Admin fee / account holder | $524 | $5,166-89.9% | $5,646-90.7% | $6,925-92.4% |