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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 | $20,087 | $106,267-81.1% | $96,520-79.2% | $139,456-85.6% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 1.27% | 38.45%-37.2pp | 35.72%-34.4pp | 373.45%-372.2pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $694 | $5,454-87.3% | $4,879-85.8% | $6,711-89.7% |
| Admin fee / account holder | $6,647 | $7,882-15.7% | $6,733-1.3% | $11,407-41.7% |