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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 | $28,369 | $77,416-63.4% | $69,464-59.2% | $152,897-81.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 1.22% | 39.08%-37.9pp | 28.98%-27.8pp | 345.43%-344.2pp |
| Employer contribution / active EE | $513 | $3,315-84.5% | $2,779-81.5% | $4,764-89.2% |
| Participant deferral / active EE | $771 | $4,413-82.5% | $3,536-78.2% | $5,851-86.8% |
| Admin fee / account holder | $1,995 | $6,208-67.9% | $3,840-48.0% | $11,599-82.8% |