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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 | $62,031 | $85,766-27.7% | $136,298-54.5% | $70,126-11.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 1.03% | 31.46%-30.4pp | 5156.27%-5155.2pp | 73.15%-72.1pp |
| Employer contribution / active EE | $7,584 | $2,966+155.7% | $4,696+61.5% | $2,343+223.8% |
| Participant deferral / active EE | $307 | $5,051-93.9% | $6,247-95.1% | $3,332-90.8% |
| Admin fee / account holder | $5,900 | $5,421+8.8% | $9,244-36.2% | $4,645+27.0% |