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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 | $111,785-55.5% | $93,669-46.8% | $145,877-65.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 4.43% | 203.79%-199.4pp | 133.59%-129.2pp | 551.28%-546.9pp |
| Employer contribution / active EE | $8,250 | $3,096+166.5% | $2,424+240.4% | $4,663+76.9% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $489 | $10,256-95.2% | $8,291-94.1% | $13,402-96.4% |