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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 | $26,322 | $73,955-64.4% | $96,520-72.7% | $75,181-65.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 6.39% | 26.72%-20.3pp | 35.72%-29.3pp | 160.69%-154.3pp |
| Employer contribution / active EE | $1,667 | $2,930-43.1% | $3,739-55.4% | $2,671-37.6% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $67,441 | $5,217+1192.7% | $6,733+901.6% | $5,650+1093.7% |