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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 | $31,799 | $73,107-56.5% | $114,563-72.2% | $87,485-63.7% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.9%+27.1pp | 68.9%+31.1pp |
| Annual return | 7.95% | 19.47%-11.5pp | 241.09%-233.1pp | 26.06%-18.1pp |
| Employer contribution / active EE | $2,400 | $1,881+27.6% | $2,592-7.4% | $2,596-7.6% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,142-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,543 | $5,770-38.6% | $7,623-53.5% | $7,775-54.4% |