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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 | $28,016 | $60,128-53.4% | $90,440-69.0% | $79,852-64.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 9.88% | 71.95%-62.1pp | 1294.38%-1284.5pp | 31.72%-21.8pp |
| Employer contribution / active EE | $5,820 | $2,068+181.4% | $3,263+78.4% | $2,471+135.5% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $712 | $3,977-82.1% | $5,615-87.3% | $5,306-86.6% |