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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 | $39,412 | $90,486-56.4% | $78,676-49.9% | $273,972-85.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 1.44% | 75.62%-74.2pp | 62.19%-60.7pp | 41.46%-40.0pp |
| Employer contribution / active EE | $1,750 | $3,175-44.9% | $2,850-38.6% | $4,869-64.1% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $308 | $5,263-94.2% | $4,510-93.2% | $10,133-97.0% |