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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 | $35,662 | $61,125-41.7% | $94,057-62.1% | $87,485-59.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 8.69% | 35.20%-26.5pp | 480.62%-471.9pp | 26.06%-17.4pp |
| Employer contribution / active EE | $1,327 | $2,136-37.9% | $2,933-54.8% | $2,596-48.9% |
| Participant deferral / active EE | $592 | $3,260-81.8% | $4,709-87.4% | $4,274-86.1% |
| Admin fee / account holder | $638 | $5,629-88.7% | $7,244-91.2% | $7,775-91.8% |