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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 | $16,726 | $91,179-81.7% | $178,499-90.6% | $79,852-79.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 3.71% | 24.19%-20.5pp | 151.10%-147.4pp | 31.72%-28.0pp |
| Employer contribution / active EE | $2,438 | $3,256-25.1% | $5,011-51.4% | $2,471-1.4% |
| Participant deferral / active EE | $65 | $3,236-98.0% | $5,202-98.7% | $3,740-98.2% |
| Admin fee / account holder | $1,116 | $6,749-83.5% | $13,986-92.0% | $5,306-79.0% |