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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 | $26,800 | $60,139-55.4% | $90,461-70.4% | $79,856-66.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 9.08% | 71.96%-62.9pp | 1294.76%-1285.7pp | 31.71%-22.6pp |
| Employer contribution / active EE | $1,448 | $2,069-30.0% | $3,264-55.6% | $2,471-41.4% |
| Participant deferral / active EE | $677 | $2,939-76.9% | $3,964-82.9% | $3,741-81.9% |
| Admin fee / account holder | $3,673 | $3,978-7.7% | $5,617-34.6% | $5,306-30.8% |