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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 | $40,392 | $58,275-30.7% | $81,844-50.6% | $80,935-50.1% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 6.82% | 41.82%-35.0pp | 778.87%-772.1pp | 35.66%-28.8pp |
| Employer contribution / active EE | $4,949 | $2,346+111.0% | $2,916+69.7% | $2,757+79.5% |
| Participant deferral / active EE | $0 | $3,285-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,848 | $4,749-61.1% | $7,355-74.9% | $6,924-73.3% |