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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 | $29,931 | $58,391-48.7% | $76,657-61.0% | $72,975-59.0% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 9.40% | 2306.65%-2297.2pp | 1166.74%-1157.3pp | 81.01%-71.6pp |
| Employer contribution / active EE | $2,128 | $1,787+19.1% | $2,303-7.6% | $2,440-12.8% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,335-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,623 | $4,014-9.8% | $6,423-43.6% | $5,124-29.3% |