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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 | $13,192 | $99,053-86.7% | $88,179-85.0% | $138,895-90.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 10.15% | 78.17%-68.0pp | 64.97%-54.8pp | 145.39%-135.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $34 | $5,225-99.3% | $4,614-99.3% | $6,396-99.5% |
| Admin fee / account holder | $1,614 | $8,748-81.6% | $7,673-79.0% | $12,562-87.2% |