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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 | $10,576 | $100,139-89.4% | $85,187-87.6% | $145,884-92.8% |
| Participation rate | 91.7% | 74.1%+17.6pp | 67.5%+24.1pp | 80.3%+11.4pp |
| Annual return | 7.35% | 84.15%-76.8pp | 66.67%-59.3pp | 551.85%-544.5pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $113 | $5,296-97.9% | $4,525-97.5% | $6,690-98.3% |
| Admin fee / account holder | $8,859 | $7,262+22.0% | $6,162+43.8% | $13,392-33.8% |