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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 | $37,999 | $100,060-62.0% | $149,721-74.6% | $70,126-45.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 11.78% | 27.46%-15.7pp | 1501.67%-1489.9pp | 73.15%-61.4pp |
| Employer contribution / active EE | $1,303 | $3,661-64.4% | $5,444-76.1% | $2,343-44.4% |
| Participant deferral / active EE | $1,314 | $4,982-73.6% | $6,568-80.0% | $3,332-60.5% |
| Admin fee / account holder | $3,155 | $8,285-61.9% | $11,282-72.0% | $4,645-32.1% |