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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 | $12,738 | $100,262-87.3% | $81,370-84.3% | $145,897-91.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 5.93% | 34.52%-28.6pp | 24.85%-18.9pp | 552.29%-546.4pp |
| Employer contribution / active EE | $3,646 | $2,979+22.4% | $2,464+48.0% | $4,663-21.8% |
| Participant deferral / active EE | $0 | $4,612-100.0% | $3,885-100.0% | $6,689-100.0% |
| Admin fee / account holder | $668 | $8,163-91.8% | $5,749-88.4% | $13,390-95.0% |