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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 | $60,676 | $93,346-35.0% | $71,796-15.5% | $273,972-77.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | -2.69% | 130.39%-133.1pp | 78.04%-80.7pp | 41.46%-44.1pp |
| Employer contribution / active EE | $1,092 | $2,733-60.1% | $1,924-43.3% | $4,869-77.6% |
| Participant deferral / active EE | $600 | $3,475-82.7% | $2,794-78.5% | $5,287-88.7% |
| Admin fee / account holder | $421 | $6,571-93.6% | $4,815-91.3% | $10,133-95.8% |