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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 | $29,667+32.0% | $56,441-30.6% | $80,874-51.6% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 8.42% | 35.22%-26.8pp | 1704.21%-1695.8pp | 35.62%-27.2pp |
| Employer contribution / active EE | $3,727 | $669+456.8% | $1,039+258.7% | $2,756+35.3% |
| Participant deferral / active EE | $0 | $1,227-100.0% | $1,953-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,437 | $2,429-40.9% | $2,829-49.2% | $6,935-79.3% |