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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 | $44,644 | $88,815-49.7% | $81,882-45.5% | $145,897-69.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 5.50% | 1033.75%-1028.3pp | 779.47%-774.0pp | 552.29%-546.8pp |
| Employer contribution / active EE | $1,255 | $3,086-59.4% | $2,916-57.0% | $4,663-73.1% |
| Participant deferral / active EE | $566 | $4,647-87.8% | $4,323-86.9% | $6,689-91.5% |
| Admin fee / account holder | $536 | $8,434-93.6% | $7,360-92.7% | $13,390-96.0% |