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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 | $8,003 | $33,120-75.8% | $40,757-80.4% | $59,633-86.6% |
| Participation rate | 100.0% | 70.7%+29.3pp | 79.3%+20.7pp | 68.7%+31.3pp |
| Annual return | -7.08% | 1.43%-8.5pp | -0.50%-6.6pp | 2041.45%-2048.5pp |
| Employer contribution / active EE | $1,425 | $2,119-32.7% | $3,004-52.6% | $2,203-35.3% |
| Participant deferral / active EE | $522 | $2,513-79.2% | $3,485-85.0% | $3,192-83.6% |
| Admin fee / account holder | $2,834 | $2,449+15.7% | $4,272-33.7% | $4,297-34.0% |