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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 | $51,567 | $102,382-49.6% | $147,005-64.9% | $80,874-36.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.85% | 134.89%-124.0pp | 418.76%-407.9pp | 35.62%-24.8pp |
| Employer contribution / active EE | $5,011 | $3,715+34.9% | $4,934+1.6% | $2,756+81.9% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,753 | $7,942-52.7% | $13,006-71.1% | $6,935-45.9% |