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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 | $30,602 | $90,530-66.2% | $76,030-59.8% | $145,897-79.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 5.94% | 625.08%-619.1pp | 361.54%-355.6pp | 552.29%-546.4pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $245 | $5,164-95.3% | $4,257-94.2% | $6,689-96.3% |
| Admin fee / account holder | $417 | $8,383-95.0% | $6,421-93.5% | $13,390-96.9% |