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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 | $13,818 | $90,397-84.7% | $76,002-81.8% | $145,959-90.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 5.20% | 621.97%-616.8pp | 360.07%-354.9pp | 561.95%-556.7pp |
| Employer contribution / active EE | $2,231 | $3,317-32.8% | $2,688-17.0% | $4,661-52.1% |
| Participant deferral / active EE | $0 | $5,163-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,552 | $8,369-69.5% | $6,414-60.2% | $13,398-80.9% |