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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 | $12,456 | $81,276-84.7% | $155,574-92.0% | $80,925-84.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 0.00% | 33.36%-33.4pp | 64.87%-64.9pp | 35.65%-35.6pp |
| Employer contribution / active EE | $804 | $3,103-74.1% | $4,676-82.8% | $2,756-70.8% |
| Participant deferral / active EE | $866 | $3,453-74.9% | $5,629-84.6% | $4,299-79.9% |
| Admin fee / account holder | $953 | $7,993-88.1% | $15,914-94.0% | $6,940-86.3% |