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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 | $33,580 | $69,248-51.5% | $64,101-47.6% | $139,466-75.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 6.52% | 45.95%-39.4pp | 33.72%-27.2pp | 373.66%-367.1pp |
| Employer contribution / active EE | $9,079 | $3,185+185.1% | $2,749+230.3% | $4,754+91.0% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,881-100.0% | $6,712-100.0% |
| Admin fee / account holder | $4,013 | $4,247-5.5% | $3,070+30.7% | $11,409-64.8% |