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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 | $61,769 | $112,112-44.9% | $95,956-35.6% | $158,950-61.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 5.80% | 171.15%-165.3pp | 91.63%-85.8pp | 302.91%-297.1pp |
| Employer contribution / active EE | $918 | $3,199-71.3% | $2,541-63.9% | $4,762-80.7% |
| Participant deferral / active EE | $1,426 | $4,784-70.2% | $4,167-65.8% | $5,983-76.2% |
| Admin fee / account holder | $862 | $10,134-91.5% | $6,797-87.3% | $11,248-92.3% |