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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 | $16,037 | $56,484-71.6% | $169,452-90.5% | $64,173-75.0% |
| Participation rate | 96.4% | 64.5%+31.9pp | 77.8%+18.6pp | 69.6%+26.9pp |
| Annual return | -9.04% | -1.55%-7.5pp | 1.83%-10.9pp | 7.63%-16.7pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $200 | $3,448-94.2% | $5,277-96.2% | $3,470-94.2% |
| Admin fee / account holder | $1,643 | $4,174-60.6% | $9,110-82.0% | $4,887-66.4% |