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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 | $15,329 | $91,198-83.2% | $178,503-91.4% | $79,856-80.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 3.78% | 24.20%-20.4pp | 151.12%-147.3pp | 31.71%-27.9pp |
| Employer contribution / active EE | $2,279 | $3,257-30.0% | $5,011-54.5% | $2,471-7.8% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,195 | $6,748-82.3% | $13,987-91.5% | $5,306-77.5% |