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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 | $26,644 | $107,944-75.3% | $91,994-71.0% | $152,885-82.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 4.81% | 89.26%-84.5pp | 69.03%-64.2pp | 345.39%-340.6pp |
| Employer contribution / active EE | $2,014 | $4,210-52.2% | $3,452-41.7% | $4,763-57.7% |
| Participant deferral / active EE | $0 | $6,365-100.0% | $5,923-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,567 | $10,521-47.1% | $7,743-28.1% | $11,598-52.0% |