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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 | $15,960 | $110,093-85.5% | $97,295-83.6% | $145,897-89.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 6.68% | 244.76%-238.1pp | 75.62%-68.9pp | 552.29%-545.6pp |
| Employer contribution / active EE | $349 | $3,077-88.7% | $2,723-87.2% | $4,663-92.5% |
| Participant deferral / active EE | $83 | $4,678-98.2% | $4,264-98.1% | $6,689-98.8% |
| Admin fee / account holder | $12,893 | $6,212+107.5% | $5,646+128.3% | $13,390-3.7% |