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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 | $27,957 | $70,366-60.3% | $66,674-58.1% | $138,895-79.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 8.59% | 386.41%-377.8pp | 321.24%-312.7pp | 145.39%-136.8pp |
| Employer contribution / active EE | $1,325 | $2,765-52.1% | $2,620-49.4% | $4,194-68.4% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $7,439 | $5,262+41.4% | $5,098+45.9% | $12,562-40.8% |