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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 | $41,662 | $108,882-61.7% | $96,754-56.9% | $154,746-73.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 7.99% | 98.39%-90.4pp | 82.04%-74.0pp | 172.34%-164.3pp |
| Employer contribution / active EE | $593 | $3,018-80.4% | $2,679-77.9% | $4,379-86.5% |
| Participant deferral / active EE | $260 | $5,323-95.1% | $4,758-94.5% | $6,730-96.1% |
| Admin fee / account holder | $579 | $10,200-94.3% | $8,905-93.5% | $14,365-96.0% |