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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 | $19,542 | $61,125-68.0% | $94,057-79.2% | $87,485-77.7% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 4.70% | 35.20%-30.5pp | 480.62%-475.9pp | 26.06%-21.4pp |
| Employer contribution / active EE | $341 | $2,136-84.0% | $2,933-88.4% | $2,596-86.9% |
| Participant deferral / active EE | $775 | $3,260-76.2% | $4,709-83.5% | $4,274-81.9% |
| Admin fee / account holder | $3,922 | $5,629-30.3% | $7,244-45.9% | $7,775-49.6% |