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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 | $3,579 | $67,823-94.7% | $52,425-93.2% | $137,256-97.4% |
| Participation rate | 75.0% | 63.9%+11.1pp | 55.6%+19.4pp | 80.0%-5.0pp |
| Annual return | 3.40% | 219.11%-215.7pp | 302.12%-298.7pp | 220.34%-216.9pp |
| Employer contribution / active EE | $171 | $1,163-85.3% | $914-81.3% | $4,156-95.9% |
| Participant deferral / active EE | $214 | $2,288-90.7% | $1,790-88.1% | $6,407-96.7% |
| Admin fee / account holder | $17,463 | $2,844+514.0% | $2,495+599.9% | $12,270+42.3% |