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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 | $16,324 | $76,785-78.7% | $56,441-71.1% | $145,959-88.8% |
| Participation rate | 85.7% | 63.2%+22.5pp | 52.5%+33.2pp | 80.3%+5.4pp |
| Annual return | 1.65% | 3000.51%-2998.9pp | 1704.21%-1702.6pp | 561.95%-560.3pp |
| Employer contribution / active EE | $964 | $1,381-30.2% | $1,039-7.2% | $4,661-79.3% |
| Participant deferral / active EE | $34 | $2,624-98.7% | $1,953-98.2% | $6,689-99.5% |
| Admin fee / account holder | $39,789 | $3,334+1093.4% | $2,829+1306.4% | $13,398+197.0% |