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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 | $56,272 | $29,667+89.7% | $56,441-0.3% | $80,874-30.4% |
| Participation rate | 97.9% | 41.7%+56.2pp | 52.5%+45.4pp | 67.6%+30.3pp |
| Annual return | 0.88% | 35.22%-34.3pp | 1704.21%-1703.3pp | 35.62%-34.7pp |
| Employer contribution / active EE | $651 | $669-2.8% | $1,039-37.4% | $2,756-76.4% |
| Participant deferral / active EE | $0 | $1,227-100.0% | $1,953-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,359 | $2,429-2.9% | $2,829-16.6% | $6,935-66.0% |