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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 | $15,383 | $126,113-87.8% | $116,096-86.7% | $155,188-90.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 2.49% | 391.72%-389.2pp | 326.25%-323.8pp | 148.84%-146.4pp |
| Employer contribution / active EE | $3,923 | $2,672+46.8% | $2,503+56.7% | $4,248-7.6% |
| Participant deferral / active EE | $0 | $4,162-100.0% | $3,952-100.0% | $6,531-100.0% |
| Admin fee / account holder | $59,782 | $8,045+643.1% | $7,704+676.0% | $14,480+312.9% |