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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 | $13,765 | $48,284-71.5% | $67,524-79.6% | $80,911-83.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 11.15% | 18.27%-7.1pp | 3519.41%-3508.3pp | 35.63%-24.5pp |
| Employer contribution / active EE | $1,930 | $2,021-4.5% | $2,734-29.4% | $2,756-30.0% |
| Participant deferral / active EE | $553 | $2,927-81.1% | $4,001-86.2% | $4,297-87.1% |
| Admin fee / account holder | $1,187 | $3,688-67.8% | $4,001-70.3% | $6,935-82.9% |