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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 | $18,115 | $85,171-78.7% | $172,752-89.5% | $72,975-75.2% |
| Participation rate | 98.0% | 70.1%+27.9pp | 82.6%+15.4pp | 69.5%+28.5pp |
| Annual return | 4.72% | 27.32%-22.6pp | 802.97%-798.2pp | 81.01%-76.3pp |
| Employer contribution / active EE | $663 | $3,324-80.1% | $5,144-87.1% | $2,440-72.8% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,267 | $5,880-61.4% | $13,955-83.8% | $5,124-55.8% |