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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 | $26,322 | $73,978-64.4% | $96,515-72.7% | $75,173-65.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 6.39% | 26.72%-20.3pp | 35.73%-29.3pp | 160.72%-154.3pp |
| Employer contribution / active EE | $1,667 | $2,931-43.1% | $3,740-55.4% | $2,671-37.6% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $67,441 | $5,219+1192.3% | $6,735+901.3% | $5,651+1093.5% |