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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 | $29,408 | $166,268-82.3% | $165,100-82.2% | $145,897-79.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.68% | 100.52%-92.8pp | 70.21%-62.5pp | 552.29%-544.6pp |
| Employer contribution / active EE | $1,360 | $5,284-74.3% | $4,348-68.7% | $4,663-70.8% |
| Participant deferral / active EE | $1,700 | $6,964-75.6% | $6,035-71.8% | $6,689-74.6% |
| Admin fee / account holder | $1,050 | $16,659-93.7% | $12,696-91.7% | $13,390-92.2% |