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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 | $12,875 | $49,239-73.9% | $70,462-81.7% | $79,858-83.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 0.83% | 30.08%-29.3pp | 109.08%-108.2pp | 31.72%-30.9pp |
| Employer contribution / active EE | $962 | $2,100-54.2% | $2,737-64.8% | $2,471-61.1% |
| Participant deferral / active EE | $535 | $2,769-80.7% | $3,710-85.6% | $3,740-85.7% |
| Admin fee / account holder | $1,694 | $2,876-41.1% | $3,845-55.9% | $5,306-68.1% |