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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 | $25,053 | $104,709-76.1% | $85,705-70.8% | $167,553-85.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 5.38% | 21.45%-16.1pp | 21.49%-16.1pp | 478.89%-473.5pp |
| Employer contribution / active EE | $4,791 | $3,338+43.5% | $2,619+82.9% | $4,840-1.0% |
| Participant deferral / active EE | $0 | $4,827-100.0% | $3,924-100.0% | $6,343-100.0% |
| Admin fee / account holder | $993 | $10,036-90.1% | $6,877-85.6% | $12,316-91.9% |