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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 | $28,777 | $48,364-40.5% | $71,796-59.9% | $62,881-54.2% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 2.89% | 13.16%-10.3pp | 78.04%-75.1pp | 20.14%-17.2pp |
| Employer contribution / active EE | $7,609 | $1,042+630.3% | $1,924+295.4% | $2,281+233.6% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,312 | $3,771-65.2% | $4,815-72.8% | $4,296-69.5% |