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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 | $31,784 | $137,256-76.8% | $31,7840% | $137,256-76.8% |
| Participation rate | 72.7% | 80.0%-7.2pp | 72.7%0pp | 80.0%-7.2pp |
| Annual return | 6.79% | 220.34%-213.5pp | 6.79%0pp | 220.34%-213.5pp |
| Employer contribution / active EE | $2,263 | $4,156-45.6% | $2,2630% | $4,156-45.6% |
| Participant deferral / active EE | $0 | $6,407-100.0% | $0 | $6,407-100.0% |
| Admin fee / account holder | $51,533 | $12,270+320.0% | $51,5330% | $12,270+320.0% |