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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 | $27,845 | $49,897-44.2% | $80,648-65.5% | $75,177-63.0% |
| Participation rate | 80.0% | 55.3%+24.7pp | 67.0%+13.0pp | 67.2%+12.8pp |
| Annual return | 7.12% | 34.68%-27.6pp | 937.21%-930.1pp | 160.75%-153.6pp |
| Employer contribution / active EE | $3,104 | $1,699+82.7% | $2,724+14.0% | $2,671+16.2% |
| Participant deferral / active EE | $257 | $2,992-91.4% | $4,443-94.2% | $4,126-93.8% |
| Admin fee / account holder | $1,984 | $3,579-44.6% | $5,382-63.1% | $5,651-64.9% |