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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 | $35,711 | $60,139-40.6% | $90,461-60.5% | $79,856-55.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 6.83% | 71.96%-65.1pp | 1294.76%-1287.9pp | 31.71%-24.9pp |
| Employer contribution / active EE | $407 | $2,069-80.3% | $3,264-87.5% | $2,471-83.5% |
| Participant deferral / active EE | $565 | $2,939-80.8% | $3,964-85.8% | $3,741-84.9% |
| Admin fee / account holder | $7,020 | $3,978+76.5% | $5,617+25.0% | $5,306+32.3% |