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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 | $24,402 | $63,346-61.5% | $92,240-73.5% | $70,126-65.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 11.31% | 530.19%-518.9pp | 176.29%-165.0pp | 73.15%-61.8pp |
| Employer contribution / active EE | $1,122 | $2,471-54.6% | $3,680-69.5% | $2,343-52.1% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $343 | $3,841-91.1% | $5,194-93.4% | $4,645-92.6% |