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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 | $35,601 | $99,652-64.3% | $78,778-54.8% | $147,586-75.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 0.71% | 47.28%-46.6pp | 35.62%-34.9pp | 578.59%-577.9pp |
| Employer contribution / active EE | $7,698 | $2,796+175.4% | $1,986+287.7% | $4,876+57.9% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $528 | $7,155-92.6% | $5,134-89.7% | $10,886-95.1% |