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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 | $29,448 | $88,710-66.8% | $81,783-64.0% | $145,959-79.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 0.89% | 1027.26%-1026.4pp | 775.05%-774.2pp | 561.95%-561.1pp |
| Employer contribution / active EE | $474 | $3,083-84.6% | $2,913-83.7% | $4,661-89.8% |
| Participant deferral / active EE | $581 | $4,645-87.5% | $4,320-86.6% | $6,689-91.3% |
| Admin fee / account holder | $534 | $8,407-93.7% | $7,380-92.8% | $13,398-96.0% |