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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 | $101,618-84.9% | $93,063-83.5% | $137,256-88.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 2.49% | 223.95%-221.5pp | 34.15%-31.7pp | 220.34%-217.9pp |
| Employer contribution / active EE | $3,923 | $2,707+44.9% | $2,476+58.4% | $4,156-5.6% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $59,782 | $6,198+864.5% | $6,033+890.9% | $12,270+387.2% |