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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 | $39,972 | $48,570-17.7% | $130,660-69.4% | $72,975-45.2% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 13.98% | 38.63%-24.6pp | 1709.29%-1695.3pp | 81.01%-67.0pp |
| Employer contribution / active EE | $1,078 | $1,334-19.2% | $4,092-73.7% | $2,440-55.8% |
| Participant deferral / active EE | $690 | $2,384-71.1% | $3,603-80.8% | $3,608-80.9% |
| Admin fee / account holder | $552 | $3,549-84.4% | $5,463-89.9% | $5,124-89.2% |