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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 | $32,546 | $107,368-69.7% | $92,915-65.0% | $152,909-78.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 1.39% | 145.64%-144.3pp | 109.45%-108.1pp | 345.46%-344.1pp |
| Employer contribution / active EE | $1,818 | $4,222-56.9% | $3,653-50.2% | $4,764-61.8% |
| Participant deferral / active EE | $1,117 | $4,848-77.0% | $4,238-73.7% | $5,851-80.9% |
| Admin fee / account holder | $1,141 | $7,082-83.9% | $5,796-80.3% | $11,601-90.2% |