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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 | $18,928 | $73,518-74.3% | $63,003-70.0% | $147,585-87.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 8.27% | 175.46%-167.2pp | 87.59%-79.3pp | 578.57%-570.3pp |
| Employer contribution / active EE | $1,770 | $3,322-46.7% | $2,760-35.9% | $4,876-63.7% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,347 | $5,952-77.4% | $3,600-62.6% | $10,885-87.6% |