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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 | $17,857 | $54,162-67.0% | $68,612-74.0% | $64,173-72.2% |
| Participation rate | 74.3% | 68.1%+6.2pp | 72.2%+2.0pp | 69.6%+4.7pp |
| Annual return | -8.10% | -1.62%-6.5pp | -4.63%-3.5pp | 7.63%-15.7pp |
| Employer contribution / active EE | $958 | $1,846-48.1% | $2,625-63.5% | $2,381-59.8% |
| Participant deferral / active EE | $862 | $2,626-67.2% | $3,311-74.0% | $3,470-75.2% |
| Admin fee / account holder | $17,796 | $4,029+341.8% | $5,131+246.8% | $4,887+264.1% |