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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 | $22,798 | $60,139-62.1% | $90,461-74.8% | $79,856-71.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 8.36% | 71.96%-63.6pp | 1294.76%-1286.4pp | 31.71%-23.4pp |
| Employer contribution / active EE | $833 | $2,069-59.7% | $3,264-74.5% | $2,471-66.3% |
| Participant deferral / active EE | $700 | $2,939-76.2% | $3,964-82.3% | $3,741-81.3% |
| Admin fee / account holder | $1,112 | $3,978-72.0% | $5,617-80.2% | $5,306-79.0% |