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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 | $64,388 | $49,897+29.0% | $80,648-20.2% | $75,177-14.4% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 4.19% | 34.68%-30.5pp | 937.21%-933.0pp | 160.75%-156.6pp |
| Employer contribution / active EE | $263 | $1,699-84.5% | $2,724-90.3% | $2,671-90.1% |
| Participant deferral / active EE | $622 | $2,992-79.2% | $4,443-86.0% | $4,126-84.9% |
| Admin fee / account holder | $1,128 | $3,579-68.5% | $5,382-79.0% | $5,651-80.0% |