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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 | $49,800 | $111,814-55.5% | $93,654-46.8% | $145,959-65.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 4.43% | 203.30%-198.9pp | 133.34%-128.9pp | 561.95%-557.5pp |
| Employer contribution / active EE | $8,250 | $3,092+166.9% | $2,421+240.8% | $4,661+77.0% |
| Participant deferral / active EE | $0 | $4,914-100.0% | $4,413-100.0% | $6,689-100.0% |
| Admin fee / account holder | $489 | $10,246-95.2% | $8,282-94.1% | $13,398-96.4% |