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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 | $16,902 | $77,638-78.2% | $156,551-89.2% | $62,881-73.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 4.22% | 50.33%-46.1pp | 32.23%-28.0pp | 20.14%-15.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $503 | $3,046-83.5% | $4,871-89.7% | $3,203-84.3% |
| Admin fee / account holder | $4,703 | $5,561-15.4% | $13,028-63.9% | $4,296+9.5% |