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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 | $11,444 | $114,013-90.0% | $103,693-89.0% | $155,188-92.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 1.00% | 49.31%-48.3pp | 47.61%-46.6pp | 148.84%-147.8pp |
| Employer contribution / active EE | $313 | $3,131-90.0% | $2,920-89.3% | $4,248-92.6% |
| Participant deferral / active EE | $596 | $4,970-88.0% | $4,579-87.0% | $6,531-90.9% |
| Admin fee / account holder | $35,084 | $8,407+317.3% | $7,858+346.5% | $14,480+142.3% |