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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 | $20,154 | $69,248-70.9% | $64,101-68.6% | $139,466-85.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 5.63% | 45.95%-40.3pp | 33.72%-28.1pp | 373.66%-368.0pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $810 | $4,682-82.7% | $3,881-79.1% | $6,712-87.9% |
| Admin fee / account holder | $613 | $4,247-85.6% | $3,070-80.0% | $11,409-94.6% |