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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 | $25,813 | $103,038-74.9% | $90,324-71.4% | $152,909-83.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 3.76% | 95.25%-91.5pp | 78.15%-74.4pp | 345.46%-341.7pp |
| Employer contribution / active EE | $3,762 | $3,141+19.8% | $2,856+31.7% | $4,764-21.0% |
| Participant deferral / active EE | $228 | $4,282-94.7% | $3,885-94.1% | $5,851-96.1% |
| Admin fee / account holder | $1,427 | $6,177-76.9% | $5,356-73.3% | $11,601-87.7% |