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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 | $28,546 | $85,171-66.5% | $172,752-83.5% | $72,975-60.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 12.28% | 27.32%-15.0pp | 802.97%-790.7pp | 81.01%-68.7pp |
| Employer contribution / active EE | $444 | $3,324-86.7% | $5,144-91.4% | $2,440-81.8% |
| Participant deferral / active EE | $791 | $3,260-75.7% | $5,198-84.8% | $3,608-78.1% |
| Admin fee / account holder | $12,176 | $5,880+107.1% | $13,955-12.7% | $5,124+137.6% |