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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 | $29,196 | $107,733-72.9% | $92,985-68.6% | $154,746-81.1% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 2.08% | 30.39%-28.3pp | 27.99%-25.9pp | 172.34%-170.3pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $250 | $5,053-95.1% | $4,377-94.3% | $6,730-96.3% |
| Admin fee / account holder | $27,434 | $11,369+141.3% | $9,463+189.9% | $14,365+91.0% |