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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 | $24,689 | $99,652-75.2% | $78,778-68.7% | $147,585-83.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 4.50% | 47.28%-42.8pp | 35.62%-31.1pp | 578.58%-574.1pp |
| Employer contribution / active EE | $374 | $2,796-86.6% | $1,986-81.2% | $4,876-92.3% |
| Participant deferral / active EE | $374 | $3,664-89.8% | $2,958-87.4% | $5,439-93.1% |
| Admin fee / account holder | $3,648 | $7,155-49.0% | $5,134-28.9% | $10,886-66.5% |