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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 | $29,736+16.7% | $56,033-38.1% | $80,935-57.1% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 6.22% | 35.28%-29.1pp | 1711.38%-1705.2pp | 35.66%-29.4pp |
| Employer contribution / active EE | $4,269 | $671+535.9% | $1,041+310.2% | $2,757+54.9% |
| Participant deferral / active EE | $0 | $1,228-100.0% | $1,954-100.0% | $4,299-100.0% |
| Admin fee / account holder | $814 | $2,434-66.6% | $2,827-71.2% | $6,924-88.2% |