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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 | $32,420 | $111,878-71.0% | $93,727-65.4% | $145,897-77.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 4.42% | 204.28%-199.9pp | 133.83%-129.4pp | 552.29%-547.9pp |
| Employer contribution / active EE | $1,340 | $3,092-56.7% | $2,421-44.7% | $4,663-71.3% |
| Participant deferral / active EE | $50 | $4,920-99.0% | $4,417-98.9% | $6,689-99.3% |
| Admin fee / account holder | $3,475 | $10,256-66.1% | $8,292-58.1% | $13,390-74.0% |