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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 | $16,511 | $85,171-80.6% | $172,752-90.4% | $72,975-77.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 1.58% | 27.32%-25.7pp | 802.97%-801.4pp | 81.01%-79.4pp |
| Employer contribution / active EE | $2,226 | $3,324-33.0% | $5,144-56.7% | $2,440-8.8% |
| Participant deferral / active EE | $59 | $3,260-98.2% | $5,198-98.9% | $3,608-98.4% |
| Admin fee / account holder | $1,916 | $5,880-67.4% | $13,955-86.3% | $5,124-62.6% |