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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 | $27,461 | $58,391-53.0% | $76,667-64.2% | $72,976-62.4% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 10.39% | 2306.65%-2296.3pp | 1166.74%-1156.4pp | 81.02%-70.6pp |
| Employer contribution / active EE | $1,275 | $1,787-28.6% | $2,303-44.6% | $2,440-47.7% |
| Participant deferral / active EE | $1,018 | $2,690-62.2% | $3,336-69.5% | $3,608-71.8% |
| Admin fee / account holder | $5,193 | $4,014+29.4% | $6,423-19.2% | $5,124+1.3% |