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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 | $30,030 | $85,766-65.0% | $136,298-78.0% | $70,126-57.2% |
| Participation rate | 98.8% | 74.2%+24.6pp | 81.9%+16.9pp | 69.5%+29.3pp |
| Annual return | 1.08% | 31.46%-30.4pp | 5156.27%-5155.2pp | 73.15%-72.1pp |
| Employer contribution / active EE | $843 | $2,966-71.6% | $4,696-82.0% | $2,343-64.0% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,177 | $5,421-59.8% | $9,244-76.5% | $4,645-53.1% |