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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 | $28,125 | $85,171-67.0% | $172,752-83.7% | $72,975-61.5% |
| Participation rate | 70.4% | 70.1%+0.3pp | 82.6%-12.3pp | 69.5%+0.9pp |
| Annual return | 11.53% | 27.32%-15.8pp | 802.97%-791.4pp | 81.01%-69.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $611 | $3,260-81.2% | $5,198-88.2% | $3,608-83.1% |
| Admin fee / account holder | $5,050 | $5,880-14.1% | $13,955-63.8% | $5,124-1.4% |