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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 | $17,115 | $88,702-80.7% | $81,780-79.1% | $145,978-88.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 1.77% | 1029.12%-1027.4pp | 776.27%-774.5pp | 550.52%-548.7pp |
| Employer contribution / active EE | $1,748 | $3,084-43.3% | $2,914-40.0% | $4,662-62.5% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,780 | $8,414-78.8% | $7,384-75.9% | $13,400-86.7% |