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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 | $88,815-66.8% | $81,882-64.0% | $145,897-79.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 0.89% | 1033.75%-1032.9pp | 779.47%-778.6pp | 552.29%-551.4pp |
| Employer contribution / active EE | $474 | $3,086-84.6% | $2,916-83.8% | $4,663-89.8% |
| Participant deferral / active EE | $581 | $4,647-87.5% | $4,323-86.6% | $6,689-91.3% |
| Admin fee / account holder | $534 | $8,434-93.7% | $7,360-92.7% | $13,390-96.0% |