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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 | $43,309 | $150,207-71.2% | $120,380-64.0% | $145,978-70.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 5.96% | 154.28%-148.3pp | 107.28%-101.3pp | 550.52%-544.6pp |
| Employer contribution / active EE | $1,082 | $4,351-75.1% | $3,465-68.8% | $4,662-76.8% |
| Participant deferral / active EE | $1,398 | $6,175-77.4% | $4,992-72.0% | $6,690-79.1% |
| Admin fee / account holder | $1,058 | $12,203-91.3% | $9,421-88.8% | $13,400-92.1% |