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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 | $16,724 | $84,236-80.1% | $170,435-90.2% | $70,126-76.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 11.93% | 23.06%-11.1pp | 205.94%-194.0pp | 73.15%-61.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $684 | $3,086-77.9% | $4,939-86.2% | $3,332-79.5% |
| Admin fee / account holder | $2,927 | $5,698-48.6% | $13,881-78.9% | $4,645-37.0% |