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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 | $46,080 | $58,726-21.5% | $142,898-67.8% | $85,847-46.3% |
| Participation rate | 100.0% | 58.5%+41.5pp | 72.0%+28.0pp | 69.3%+30.7pp |
| Annual return | 11.44% | 27.73%-16.3pp | 5639.64%-5628.2pp | 318.61%-307.2pp |
| Employer contribution / active EE | $573 | $1,424-59.7% | $4,146-86.2% | $2,565-77.6% |
| Participant deferral / active EE | $435 | $2,609-83.3% | $3,838-88.7% | $3,952-89.0% |
| Admin fee / account holder | $1,956 | $4,234-53.8% | $6,560-70.2% | $6,261-68.8% |