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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 | $11,120 | $58,258-80.9% | $81,820-86.4% | $80,925-86.3% |
| Participation rate | 96.2% | 63.5%+32.7pp | 72.4%+23.8pp | 67.7%+28.5pp |
| Annual return | 10.41% | 41.76%-31.3pp | 777.93%-767.5pp | 35.65%-25.2pp |
| Employer contribution / active EE | $975 | $2,345-58.4% | $2,915-66.5% | $2,756-64.6% |
| Participant deferral / active EE | $0 | $3,284-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,849 | $4,976-22.7% | $7,391-47.9% | $6,940-44.5% |