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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 | $41,522 | $110,278-62.3% | $95,740-56.6% | $139,466-70.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.68% | 27.19%-19.5pp | 28.41%-20.7pp | 373.66%-366.0pp |
| Employer contribution / active EE | $1,500 | $3,260-54.0% | $2,836-47.1% | $4,754-68.4% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,244-100.0% | $6,712-100.0% |
| Admin fee / account holder | $348 | $6,613-94.7% | $5,676-93.9% | $11,409-97.0% |