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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 | $47,627 | $118,875-59.9% | $96,572-50.7% | $167,553-71.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 6.39% | 50.50%-44.1pp | 37.79%-31.4pp | 478.89%-472.5pp |
| Employer contribution / active EE | $9,883 | $3,121+216.7% | $2,357+319.3% | $4,840+104.2% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,850-100.0% | $6,343-100.0% |
| Admin fee / account holder | $27,247 | $8,070+237.6% | $6,183+340.7% | $12,316+121.2% |