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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 | $15,219 | $106,267-85.7% | $96,520-84.2% | $139,456-89.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 3.97% | 38.45%-34.5pp | 35.72%-31.7pp | 373.45%-369.5pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $83 | $5,454-98.5% | $4,879-98.3% | $6,711-98.8% |
| Admin fee / account holder | $11,667 | $7,882+48.0% | $6,733+73.3% | $11,407+2.3% |