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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 | $50,694 | $29,319+72.9% | $52,425-3.3% | $82,448-38.5% |
| Participation rate | 100.0% | 46.9%+53.1pp | 55.6%+44.4pp | 68.1%+31.9pp |
| Annual return | 10.71% | 535.20%-524.5pp | 302.12%-291.4pp | 41.64%-30.9pp |
| Employer contribution / active EE | $770 | $586+31.3% | $914-15.8% | $2,551-69.8% |
| Participant deferral / active EE | $0 | $1,171-100.0% | $1,790-100.0% | $4,139-100.0% |
| Admin fee / account holder | $362 | $1,962-81.6% | $2,495-85.5% | $7,234-95.0% |