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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 | $22,091 | $96,338-77.1% | $80,589-72.6% | $139,427-84.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 4.83% | 1350.43%-1345.6pp | 935.83%-931.0pp | 373.27%-368.4pp |
| Employer contribution / active EE | $3,636 | $3,263+11.4% | $2,724+33.5% | $4,752-23.5% |
| Participant deferral / active EE | $0 | $5,234-100.0% | $4,449-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,251 | $6,600-81.0% | $5,379-76.7% | $11,404-89.0% |