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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 | $8,927 | $35,183-74.6% | $73,550-87.9% | $70,126-87.3% |
| Participation rate | 100.0% | 42.9%+57.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 9.60% | 26.90%-17.3pp | -15.16%+24.8pp | 73.15%-63.5pp |
| Employer contribution / active EE | $750 | $709+5.8% | $1,219-38.5% | $2,343-68.0% |
| Participant deferral / active EE | $0 | $1,220-100.0% | $1,804-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,440 | $2,302-37.5% | $2,320-37.9% | $4,645-69.0% |