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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 | $31,238 | $77,157-59.5% | $108,405-71.2% | $85,847-63.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 12.65% | 44.55%-31.9pp | 905.55%-892.9pp | 318.61%-306.0pp |
| Employer contribution / active EE | $1,122 | $2,379-52.8% | $3,559-68.5% | $2,565-56.3% |
| Participant deferral / active EE | $686 | $5,567-87.7% | $6,563-89.6% | $3,952-82.7% |
| Admin fee / account holder | $4,874 | $5,174-5.8% | $7,297-33.2% | $6,261-22.2% |