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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 | $15,243 | $77,449-80.3% | $69,483-78.1% | $152,909-90.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 1.48% | 39.09%-37.6pp | 28.99%-27.5pp | 345.46%-344.0pp |
| Employer contribution / active EE | $2,593 | $3,316-21.8% | $2,780-6.7% | $4,764-45.6% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,851-100.0% |
| Admin fee / account holder | $886 | $6,210-85.7% | $3,841-76.9% | $11,601-92.4% |