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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 | $40,952 | $34,316+19.3% | $74,723-45.2% | $72,976-43.9% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 3.25% | 26.58%-23.3pp | 753.18%-749.9pp | 81.02%-77.8pp |
| Employer contribution / active EE | $943 | $692+36.4% | $1,084-13.0% | $2,440-61.3% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $1,962-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,399 | $2,125-34.2% | $3,335-58.0% | $5,124-72.7% |