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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 | $64,010 | $107,353-40.4% | $92,903-31.1% | $152,885-58.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 3.01% | 145.62%-142.6pp | 109.43%-106.4pp | 345.39%-342.4pp |
| Employer contribution / active EE | $1,966 | $4,222-53.4% | $3,653-46.2% | $4,763-58.7% |
| Participant deferral / active EE | $215 | $4,848-95.6% | $4,238-94.9% | $5,851-96.3% |
| Admin fee / account holder | $7,876 | $7,081+11.2% | $5,795+35.9% | $11,598-32.1% |