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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 | $20,688 | $88,778-76.7% | $81,844-74.7% | $145,884-85.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 3.04% | 1033.03%-1030.0pp | 778.87%-775.8pp | 551.85%-548.8pp |
| Employer contribution / active EE | $503 | $3,087-83.7% | $2,916-82.7% | $4,662-89.2% |
| Participant deferral / active EE | $618 | $4,648-86.7% | $4,323-85.7% | $6,690-90.8% |
| Admin fee / account holder | $419 | $8,430-95.0% | $7,355-94.3% | $13,392-96.9% |