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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 | $24,594 | $95,415-74.2% | $185,851-86.8% | $85,851-71.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 4.09% | 23.59%-19.5pp | 122.11%-118.0pp | 318.63%-314.5pp |
| Employer contribution / active EE | $1,870 | $3,314-43.6% | $5,168-63.8% | $2,565-27.1% |
| Participant deferral / active EE | $729 | $3,424-78.7% | $5,569-86.9% | $3,952-81.6% |
| Admin fee / account holder | $366 | $7,215-94.9% | $16,245-97.7% | $6,261-94.2% |