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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 | $108,897-54.9% | $100,378-51.1% | $145,877-66.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 8.44% | 58.17%-49.7pp | 49.41%-41.0pp | 551.28%-542.8pp |
| Employer contribution / active EE | $500 | $4,420-88.7% | $3,942-87.3% | $4,663-89.3% |
| Participant deferral / active EE | $1,853 | $8,455-78.1% | $8,087-77.1% | $6,691-72.3% |
| Admin fee / account holder | $60,843 | $9,690+527.9% | $7,899+670.3% | $13,402+354.0% |