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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 | $27,961 | $47,479-41.1% | $62,929-55.6% | $82,448-66.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 10.13% | 20.34%-10.2pp | 1063.93%-1053.8pp | 41.64%-31.5pp |
| Employer contribution / active EE | $1,635 | $1,885-13.3% | $2,505-34.7% | $2,551-35.9% |
| Participant deferral / active EE | $597 | $2,870-79.2% | $3,888-84.6% | $4,139-85.6% |
| Admin fee / account holder | $1,692 | $3,804-55.5% | $5,065-66.6% | $7,234-76.6% |