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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 | $39,161 | $29,736+31.7% | $56,033-30.1% | $80,935-51.6% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 8.42% | 35.28%-26.9pp | 1711.38%-1703.0pp | 35.66%-27.2pp |
| Employer contribution / active EE | $3,727 | $671+455.1% | $1,041+258.1% | $2,757+35.2% |
| Participant deferral / active EE | $0 | $1,228-100.0% | $1,954-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,437 | $2,434-41.0% | $2,827-49.2% | $6,924-79.3% |