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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 | $24,187 | $48,570-50.2% | $130,660-81.5% | $72,976-66.9% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 14.94% | 38.63%-23.7pp | 1709.29%-1694.4pp | 81.02%-66.1pp |
| Employer contribution / active EE | $1,782 | $1,334+33.6% | $4,092-56.5% | $2,440-27.0% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $3,603-100.0% | $3,608-100.0% |
| Admin fee / account holder | $709 | $3,549-80.0% | $5,463-87.0% | $5,124-86.2% |