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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 | $14,224 | $103,038-86.2% | $90,324-84.3% | $152,909-90.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 4.48% | 95.25%-90.8pp | 78.15%-73.7pp | 345.46%-341.0pp |
| Employer contribution / active EE | $772 | $3,141-75.4% | $2,856-73.0% | $4,764-83.8% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $443 | $6,177-92.8% | $5,356-91.7% | $11,601-96.2% |