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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 | $88,996-67.2% | $78,004-62.6% | $138,895-79.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 2.08% | 28.03%-26.0pp | 31.07%-29.0pp | 145.39%-143.3pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $250 | $4,724-94.7% | $4,092-93.9% | $6,396-96.1% |
| Admin fee / account holder | $27,434 | $8,807+211.5% | $7,578+262.0% | $12,562+118.4% |