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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 | $40,178 | $107,363-62.6% | $92,909-56.8% | $152,897-73.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 5.30% | 145.63%-140.3pp | 109.44%-104.1pp | 345.43%-340.1pp |
| Employer contribution / active EE | $1,311 | $4,222-68.9% | $3,653-64.1% | $4,764-72.5% |
| Participant deferral / active EE | $981 | $4,848-79.8% | $4,238-76.8% | $5,851-83.2% |
| Admin fee / account holder | $3,339 | $7,082-52.9% | $5,795-42.4% | $11,599-71.2% |