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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 | $43,668 | $107,941-59.5% | $91,994-52.5% | $152,909-71.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 7.20% | 89.28%-82.1pp | 69.04%-61.8pp | 345.46%-338.3pp |
| Employer contribution / active EE | $869 | $4,212-79.4% | $3,453-74.8% | $4,764-81.8% |
| Participant deferral / active EE | $876 | $6,366-86.2% | $5,924-85.2% | $5,851-85.0% |
| Admin fee / account holder | $52,335 | $10,521+397.4% | $7,744+575.8% | $11,601+351.1% |