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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 | $3,600 | $51,638-93.0% | $68,368-94.7% | $82,448-95.6% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 7.95% | 37.53%-29.6pp | 292.57%-284.6pp | 41.64%-33.7pp |
| Employer contribution / active EE | $300 | $2,047-85.3% | $2,649-88.7% | $2,551-88.2% |
| Participant deferral / active EE | $424 | $2,914-85.4% | $4,123-89.7% | $4,139-89.7% |
| Admin fee / account holder | $2,944 | $4,643-36.6% | $5,150-42.8% | $7,234-59.3% |