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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 | $10,798 | $110,379-90.2% | $102,412-89.5% | $145,884-92.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.32% | 24.84%-17.5pp | 24.94%-17.6pp | 551.85%-544.5pp |
| Employer contribution / active EE | $23,193 | $4,216+450.1% | $3,870+499.3% | $4,662+397.4% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,673 | $9,745-72.6% | $8,388-68.1% | $13,392-80.0% |