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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 | $36,648 | $105,210-65.2% | $159,487-77.0% | $85,851-57.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 8.66% | 45.08%-36.4pp | 263.71%-255.0pp | 318.63%-310.0pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,115 | $5,946-64.4% | $7,354-71.2% | $3,952-46.5% |
| Admin fee / account holder | $13,622 | $6,934+96.4% | $10,804+26.1% | $6,261+117.6% |