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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 | $20,435 | $29,716-31.2% | $56,077-63.6% | $80,925-74.7% |
| Participation rate | 96.2% | 41.7%+54.5pp | 52.5%+43.7pp | 67.7%+28.6pp |
| Annual return | 8.08% | 35.30%-27.2pp | 1709.28%-1701.2pp | 35.65%-27.6pp |
| Employer contribution / active EE | $2,134 | $671+218.0% | $1,040+105.1% | $2,756-22.6% |
| Participant deferral / active EE | $0 | $1,228-100.0% | $1,954-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,336 | $2,432-45.1% | $2,825-52.7% | $6,940-80.8% |