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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 | $29,620 | $94,749-68.7% | $112,899-73.8% | $139,466-78.8% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 11.34% | 40.92%-29.6pp | 34.11%-22.8pp | 373.66%-362.3pp |
| Employer contribution / active EE | $4,025 | $4,630-13.1% | $4,566-11.9% | $4,754-15.3% |
| Participant deferral / active EE | $1,443 | $6,517-77.9% | $6,516-77.9% | $6,712-78.5% |
| Admin fee / account holder | $1,787 | $8,530-79.1% | $7,047-74.6% | $11,409-84.3% |