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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 | $11,923 | $57,330-79.2% | $86,656-86.2% | $75,177-84.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 10.52% | 2675.40%-2664.9pp | 593.09%-582.6pp | 160.75%-150.2pp |
| Employer contribution / active EE | $1,584 | $2,316-31.6% | $3,025-47.6% | $2,671-40.7% |
| Participant deferral / active EE | $589 | $3,320-82.2% | $4,439-86.7% | $4,126-85.7% |
| Admin fee / account holder | $1,895 | $4,115-54.0% | $5,619-66.3% | $5,651-66.5% |