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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 | $38,210 | $70,121-45.5% | $63,803-40.1% | $138,895-72.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 9.86% | 946.48%-936.6pp | 543.72%-533.9pp | 145.39%-135.5pp |
| Employer contribution / active EE | $1,024 | $2,882-64.5% | $2,532-59.6% | $4,194-75.6% |
| Participant deferral / active EE | $578 | $4,535-87.3% | $3,843-85.0% | $6,396-91.0% |
| Admin fee / account holder | $8,831 | $6,738+31.1% | $5,196+69.9% | $12,562-29.7% |