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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 | $1,214 | $67,823-98.2% | $52,425-97.7% | $137,256-99.1% |
| Participation rate | 72.7% | 63.9%+8.8pp | 55.6%+17.1pp | 80.0%-7.2pp |
| Annual return | 2.28% | 219.11%-216.8pp | 302.12%-299.8pp | 220.34%-218.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $108 | $2,288-95.3% | $1,790-93.9% | $6,407-98.3% |
| Admin fee / account holder | $326 | $2,844-88.5% | $2,495-86.9% | $12,270-97.3% |