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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 | $51,058 | $102,393-50.1% | $147,041-65.3% | $80,911-36.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 9.34% | 134.95%-125.6pp | 419.21%-409.9pp | 35.63%-26.3pp |
| Employer contribution / active EE | $2,083 | $3,715-43.9% | $4,935-57.8% | $2,756-24.4% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $665 | $7,943-91.6% | $13,006-94.9% | $6,935-90.4% |