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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 | $27,725 | $60,139-53.9% | $90,461-69.4% | $79,856-65.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 7.52% | 71.96%-64.4pp | 1294.76%-1287.2pp | 31.71%-24.2pp |
| Employer contribution / active EE | $2,958 | $2,069+43.0% | $3,264-9.4% | $2,471+19.7% |
| Participant deferral / active EE | $522 | $2,939-82.2% | $3,964-86.8% | $3,741-86.0% |
| Admin fee / account holder | $4,603 | $3,978+15.7% | $5,617-18.0% | $5,306-13.2% |