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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 | $26,365 | $69,252-61.9% | $64,099-58.9% | $139,456-81.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 8.98% | 45.89%-36.9pp | 33.70%-24.7pp | 373.45%-364.5pp |
| Employer contribution / active EE | $1,109 | $3,184-65.2% | $2,748-59.6% | $4,753-76.7% |
| Participant deferral / active EE | $639 | $4,683-86.4% | $3,881-83.5% | $6,711-90.5% |
| Admin fee / account holder | $8,683 | $4,248+104.4% | $3,070+182.8% | $11,407-23.9% |