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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 | $49,107 | $108,942-54.9% | $100,415-51.1% | $145,897-66.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 8.44% | 58.27%-49.8pp | 49.47%-41.0pp | 552.29%-543.8pp |
| Employer contribution / active EE | $500 | $4,422-88.7% | $3,943-87.3% | $4,663-89.3% |
| Participant deferral / active EE | $1,853 | $8,461-78.1% | $8,091-77.1% | $6,689-72.3% |
| Admin fee / account holder | $60,843 | $9,702+527.1% | $7,906+669.6% | $13,390+354.4% |