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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 | $26,938 | $63,354-57.5% | $94,105-71.4% | $82,637-67.4% |
| Participation rate | 100.0% | 63.8%+36.2pp | 71.9%+28.1pp | 68.1%+31.9pp |
| Annual return | 5.59% | 34.36%-28.8pp | 204.55%-199.0pp | 53.51%-47.9pp |
| Employer contribution / active EE | $1,000 | $1,760-43.2% | $2,504-60.1% | $2,552-60.8% |
| Participant deferral / active EE | $650 | $2,873-77.4% | $3,881-83.3% | $4,126-84.2% |
| Admin fee / account holder | $16,339 | $5,073+222.1% | $6,199+163.6% | $7,339+122.6% |