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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 | $22,667 | $50,947-55.5% | $74,551-69.6% | $64,173-64.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -8.89% | -1.85%-7.0pp | 32.53%-41.4pp | 7.63%-16.5pp |
| Employer contribution / active EE | $614 | $1,115-45.0% | $1,961-68.7% | $2,381-74.2% |
| Participant deferral / active EE | $868 | $2,302-62.3% | $3,108-72.1% | $3,470-75.0% |
| Admin fee / account holder | $1,036 | $4,221-75.5% | $5,059-79.5% | $4,887-78.8% |