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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 | $31,377 | $115,903-72.9% | $100,528-68.8% | $158,966-80.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 5.13% | 34.80%-29.7pp | 30.90%-25.8pp | 302.95%-297.8pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $710 | $6,677-89.4% | $6,271-88.7% | $5,983-88.1% |
| Admin fee / account holder | $19,943 | $11,000+81.3% | $8,084+146.7% | $11,250+77.3% |