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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 | $23,135 | $89,259-74.1% | $107,187-78.4% | $82,637-72.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 5.74% | 21.02%-15.3pp | 204.55%-198.8pp | 53.51%-47.8pp |
| Employer contribution / active EE | $2,000 | $3,080-35.1% | $3,782-47.1% | $2,552-21.6% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,884 | $7,381-74.5% | $9,162-79.4% | $7,339-74.3% |