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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 | $5,910 | $97,125-93.9% | $86,233-93.1% | $137,256-95.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 2.87% | 74.19%-71.3pp | 61.39%-58.5pp | 220.34%-217.5pp |
| Employer contribution / active EE | $313 | $2,841-89.0% | $2,504-87.5% | $4,156-92.5% |
| Participant deferral / active EE | $288 | $5,180-94.4% | $4,559-93.7% | $6,407-95.5% |
| Admin fee / account holder | $13,486 | $9,725+38.7% | $8,342+61.7% | $12,270+9.9% |