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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 | $34,707 | $29,670+17.0% | $56,054-38.1% | $80,911-57.1% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 6.22% | 35.24%-29.0pp | 1705.95%-1699.7pp | 35.63%-29.4pp |
| Employer contribution / active EE | $4,269 | $670+537.5% | $1,039+310.9% | $2,756+54.9% |
| Participant deferral / active EE | $0 | $1,227-100.0% | $1,952-100.0% | $4,297-100.0% |
| Admin fee / account holder | $814 | $2,431-66.5% | $2,822-71.2% | $6,935-88.3% |