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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 | $37,711 | $57,330-34.2% | $86,656-56.5% | $75,177-49.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 13.52% | 2675.40%-2661.9pp | 593.09%-579.6pp | 160.75%-147.2pp |
| Employer contribution / active EE | $1,916 | $2,316-17.3% | $3,025-36.7% | $2,671-28.3% |
| Participant deferral / active EE | $233 | $3,320-93.0% | $4,439-94.7% | $4,126-94.3% |
| Admin fee / account holder | $2,303 | $4,115-44.0% | $5,619-59.0% | $5,651-59.2% |