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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 | $79,169-53.8% | $100,415-63.6% | $74,478-50.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 8.03% | 20.51%-12.5pp | 49.47%-41.4pp | 1370.56%-1362.5pp |
| Employer contribution / active EE | $1,322 | $3,017-56.2% | $3,943-66.5% | $2,626-49.7% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $8,091-100.0% | $4,350-100.0% |
| Admin fee / account holder | $935 | $1,337-30.1% | $7,906-88.2% | $1,946-51.9% |