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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 | $61,755-75.3% | $97,161-84.3% | $80,911-81.1% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 10.30% | -557.90%+568.2pp | 75.36%-65.1pp | 35.63%-25.3pp |
| Employer contribution / active EE | $1,796 | $1,835-2.1% | $2,723-34.1% | $2,756-34.8% |
| Participant deferral / active EE | $110 | $3,026-96.3% | $4,265-97.4% | $4,297-97.4% |
| Admin fee / account holder | $524 | $5,166-89.9% | $5,647-90.7% | $6,935-92.5% |