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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 | $17,480 | $115,796-84.9% | $101,264-82.7% | $158,950-89.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 4.00% | 56.15%-52.1pp | 46.48%-42.5pp | 302.91%-298.9pp |
| Employer contribution / active EE | $2,082 | $4,175-50.1% | $3,660-43.1% | $4,762-56.3% |
| Participant deferral / active EE | $605 | $4,958-87.8% | $4,370-86.2% | $5,983-89.9% |
| Admin fee / account holder | $63,954 | $7,247+782.5% | $5,947+975.4% | $11,248+468.6% |