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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 | $36,558 | $78,976-53.7% | $100,383-63.6% | $74,546-51.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 8.03% | 20.62%-12.6pp | 49.26%-41.2pp | 1366.03%-1358.0pp |
| Employer contribution / active EE | $1,322 | $3,019-56.2% | $3,944-66.5% | $2,624-49.6% |
| Participant deferral / active EE | $0 | $7,758-100.0% | $8,086-100.0% | $4,347-100.0% |
| Admin fee / account holder | $935 | $1,330-29.7% | $7,900-88.2% | $1,944-51.9% |