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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 | $34,328 | $55,457-38.1% | $77,361-55.6% | $94,015-63.5% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 3.55% | 15.57%-12.0pp | 1011.54%-1008.0pp | 17.84%-14.3pp |
| Employer contribution / active EE | $978 | $2,255-56.6% | $2,990-67.3% | $2,790-65.0% |
| Participant deferral / active EE | $978 | $3,069-68.2% | $3,911-75.0% | $4,249-77.0% |
| Admin fee / account holder | $4,084 | $4,334-5.8% | $5,894-30.7% | $8,951-54.4% |