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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 | $9,926 | $58,311-83.0% | $81,882-87.9% | $80,959-87.7% |
| Participation rate | 90.8% | 63.5%+27.3pp | 72.4%+18.4pp | 67.7%+23.1pp |
| Annual return | -0.33% | 41.85%-42.2pp | 779.47%-779.8pp | 35.67%-36.0pp |
| Employer contribution / active EE | $1,749 | $2,347-25.5% | $2,916-40.0% | $2,757-36.6% |
| Participant deferral / active EE | $441 | $3,287-86.6% | $4,323-89.8% | $4,300-89.7% |
| Admin fee / account holder | $853 | $4,752-82.1% | $7,360-88.4% | $6,925-87.7% |