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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 | $10,069 | $77,908-87.1% | $149,696-93.3% | $75,173-86.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 7.07% | 31.73%-24.7pp | 134.46%-127.4pp | 160.72%-153.6pp |
| Employer contribution / active EE | $2,238 | $3,138-28.7% | $4,821-53.6% | $2,671-16.2% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,978 | $5,950-16.3% | $13,212-62.3% | $5,651-11.9% |