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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 | $31,991 | $109,872-70.9% | $98,483-67.5% | $167,536-80.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 1.59% | 1959.31%-1957.7pp | 1494.38%-1492.8pp | 478.82%-477.2pp |
| Employer contribution / active EE | $807 | $3,225-75.0% | $2,961-72.8% | $4,839-83.3% |
| Participant deferral / active EE | $807 | $4,673-82.7% | $4,276-81.1% | $6,342-87.3% |
| Admin fee / account holder | $3,503 | $6,757-48.2% | $5,953-41.1% | $12,315-71.6% |