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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 | $4,264 | $72,071-94.1% | $68,368-93.8% | $137,256-96.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 7.27% | 353.14%-345.9pp | 292.57%-285.3pp | 220.34%-213.1pp |
| Employer contribution / active EE | $416 | $2,788-85.1% | $2,649-84.3% | $4,156-90.0% |
| Participant deferral / active EE | $520 | $4,410-88.2% | $4,123-87.4% | $6,407-91.9% |
| Admin fee / account holder | $3,208 | $5,336-39.9% | $5,150-37.7% | $12,270-73.9% |