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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 | $35,544 | $112,131-68.3% | $95,964-63.0% | $158,982-77.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 1.77% | 171.19%-169.4pp | 91.64%-89.9pp | 302.99%-301.2pp |
| Employer contribution / active EE | $1,596 | $3,199-50.1% | $2,541-37.2% | $4,763-66.5% |
| Participant deferral / active EE | $1,042 | $4,784-78.2% | $4,167-75.0% | $5,983-82.6% |
| Admin fee / account holder | $9,708 | $10,136-4.2% | $6,797+42.8% | $11,252-13.7% |