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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 | $3,384 | $70,366-95.2% | $66,674-94.9% | $138,895-97.6% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.7%+4.1pp | 79.9%-2.1pp |
| Annual return | 6.62% | 386.41%-379.8pp | 321.24%-314.6pp | 145.39%-138.8pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $39 | $4,374-99.1% | $4,084-99.0% | $6,396-99.4% |
| Admin fee / account holder | $427 | $5,262-91.9% | $5,098-91.6% | $12,562-96.6% |