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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 | $11,233 | $79,025-85.8% | - | $273,972-95.9% |
| Participation rate | 70.6% | 74.3%-3.7pp | - | 83.0%-12.4pp |
| Annual return | 0.70% | 18.58%-17.9pp | - | 41.46%-40.8pp |
| Employer contribution / active EE | $844 | $4,094-79.4% | - | $4,869-82.7% |
| Participant deferral / active EE | $0 | $3,420-100.0% | - | $5,287-100.0% |
| Admin fee / account holder | $2,138 | $13,337-84.0% | - | $10,133-78.9% |