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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 | $76,608-78.7% | $56,077-70.9% | $145,877-88.8% |
| Participation rate | 85.7% | 63.2%+22.5pp | 52.5%+33.2pp | 80.3%+5.4pp |
| Annual return | 1.65% | 3009.59%-3007.9pp | 1709.28%-1707.6pp | 551.28%-549.6pp |
| Employer contribution / active EE | $964 | $1,382-30.2% | $1,040-7.3% | $4,663-79.3% |
| Participant deferral / active EE | $34 | $2,624-98.7% | $1,954-98.2% | $6,691-99.5% |
| Admin fee / account holder | $39,789 | $3,325+1096.6% | $2,825+1308.5% | $13,402+196.9% |