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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 | $34,703 | $60,139-42.3% | $90,461-61.6% | $79,856-56.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 2.30% | 71.96%-69.7pp | 1294.76%-1292.5pp | 31.71%-29.4pp |
| Employer contribution / active EE | $1,624 | $2,069-21.5% | $3,264-50.2% | $2,471-34.3% |
| Participant deferral / active EE | $107 | $2,939-96.4% | $3,964-97.3% | $3,741-97.1% |
| Admin fee / account holder | $10,533 | $3,978+164.8% | $5,617+87.5% | $5,306+98.5% |