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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 | $13,657 | $110,410-87.6% | $102,437-86.7% | $145,897-90.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 5.00% | 24.85%-19.9pp | 24.95%-20.0pp | 552.29%-547.3pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $661 | $5,622-88.2% | $5,060-86.9% | $6,689-90.1% |
| Admin fee / account holder | $4,088 | $9,745-58.1% | $8,388-51.3% | $13,390-69.5% |