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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 | $49,976-92.8% | $66,674-94.6% | $82,637-95.6% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 7.95% | 39.09%-31.1pp | 321.24%-313.3pp | 53.51%-45.6pp |
| Employer contribution / active EE | $300 | $1,988-84.9% | $2,620-88.5% | $2,552-88.2% |
| Participant deferral / active EE | $424 | $2,847-85.1% | $4,084-89.6% | $4,126-89.7% |
| Admin fee / account holder | $2,944 | $4,594-35.9% | $5,098-42.2% | $7,339-59.9% |