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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 | $26,692 | $63,346-57.9% | $92,240-71.1% | $70,126-61.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 9.30% | 530.19%-520.9pp | 176.29%-167.0pp | 73.15%-63.8pp |
| Employer contribution / active EE | $1,884 | $2,471-23.8% | $3,680-48.8% | $2,343-19.6% |
| Participant deferral / active EE | $1,118 | $2,854-60.8% | $3,897-71.3% | $3,332-66.4% |
| Admin fee / account holder | $3,260 | $3,841-15.1% | $5,194-37.2% | $4,645-29.8% |