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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 | $32,665 | $176,105-81.5% | $159,474-79.5% | $167,536-80.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.82% | 331.91%-324.1pp | 263.68%-255.9pp | 478.82%-471.0pp |
| Employer contribution / active EE | $1,408 | $5,299-73.4% | $4,831-70.8% | $4,839-70.9% |
| Participant deferral / active EE | $693 | $7,751-91.1% | $7,353-90.6% | $6,342-89.1% |
| Admin fee / account holder | $38,892 | $12,559+209.7% | $10,802+260.0% | $12,315+215.8% |