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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 | $5,937 | $63,354-90.6% | $94,105-93.7% | $82,637-92.8% |
| Participation rate | 100.0% | 63.8%+36.2pp | 71.9%+28.1pp | 68.1%+31.9pp |
| Annual return | 6.65% | 34.36%-27.7pp | 204.55%-197.9pp | 53.51%-46.9pp |
| Employer contribution / active EE | $741 | $1,760-57.9% | $2,504-70.4% | $2,552-71.0% |
| Participant deferral / active EE | $0 | $2,873-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,335 | $5,073-54.0% | $6,199-62.3% | $7,339-68.2% |