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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 | $9,673 | $57,073-83.1% | $85,126-88.6% | $80,925-88.0% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 7.66% | 21.69%-14.0pp | 66.63%-59.0pp | 35.65%-28.0pp |
| Employer contribution / active EE | $580 | $1,801-67.8% | $2,731-78.7% | $2,756-78.9% |
| Participant deferral / active EE | $693 | $3,113-77.7% | $4,523-84.7% | $4,299-83.9% |
| Admin fee / account holder | $6,166 | $4,988+23.6% | $6,160+0.1% | $6,940-11.2% |