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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 | $33,589 | $47,479-29.3% | $62,929-46.6% | $82,448-59.3% |
| Participation rate | 93.9% | 66.9%+27.1pp | 73.1%+20.8pp | 68.1%+25.9pp |
| Annual return | 6.73% | 20.34%-13.6pp | 1063.93%-1057.2pp | 41.64%-34.9pp |
| Employer contribution / active EE | $399 | $1,885-78.8% | $2,505-84.1% | $2,551-84.4% |
| Participant deferral / active EE | $779 | $2,870-72.9% | $3,888-80.0% | $4,139-81.2% |
| Admin fee / account holder | $14,989 | $3,804+294.1% | $5,065+196.0% | $7,234+107.2% |