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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 | $27,023 | $106,267-74.6% | $96,520-72.0% | $139,456-80.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 1.30% | 38.45%-37.1pp | 35.72%-34.4pp | 373.45%-372.1pp |
| Employer contribution / active EE | $8,665 | $4,105+111.1% | $3,739+131.8% | $4,753+82.3% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $448 | $7,882-94.3% | $6,733-93.3% | $11,407-96.1% |