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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 | $3,115 | $70,366-95.6% | $66,674-95.3% | $138,895-97.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 5.57% | 386.41%-380.8pp | 321.24%-315.7pp | 145.39%-139.8pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $347 | $4,374-92.1% | $4,084-91.5% | $6,396-94.6% |
| Admin fee / account holder | $946 | $5,262-82.0% | $5,098-81.4% | $12,562-92.5% |