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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 | $7,108 | $76,368-90.7% | $67,681-89.5% | $154,746-95.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 3.65% | 1066.77%-1063.1pp | 590.58%-586.9pp | 172.34%-168.7pp |
| Employer contribution / active EE | $566 | $3,151-82.0% | $2,678-78.9% | $4,379-87.1% |
| Participant deferral / active EE | $603 | $4,824-87.5% | $3,976-84.8% | $6,730-91.0% |
| Admin fee / account holder | $5,893 | $8,559-31.2% | $6,100-3.4% | $14,365-59.0% |