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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 | $26,527 | $85,766-69.1% | $136,298-80.5% | $70,126-62.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 11.72% | 31.46%-19.7pp | 5156.27%-5144.6pp | 73.15%-61.4pp |
| Employer contribution / active EE | $762 | $2,966-74.3% | $4,696-83.8% | $2,343-67.5% |
| Participant deferral / active EE | $1,427 | $5,051-71.8% | $6,247-77.2% | $3,332-57.2% |
| Admin fee / account holder | $428 | $5,421-92.1% | $9,244-95.4% | $4,645-90.8% |