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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 | $21,306 | $99,079-78.5% | $78,002-72.7% | $273,972-92.2% |
| Participation rate | 81.3% | 78.6%+2.7pp | 75.5%+5.7pp | 83.0%-1.8pp |
| Annual return | 1.86% | 217.93%-216.1pp | 425.99%-424.1pp | 41.46%-39.6pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $974 | $4,306-77.4% | $3,497-72.1% | $5,287-81.6% |
| Admin fee / account holder | $2,288 | $8,954-74.4% | $5,481-58.3% | $10,133-77.4% |