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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 | $19,657 | $104,953-81.3% | $84,637-76.8% | $152,909-87.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 3.94% | 373.94%-370.0pp | 258.82%-254.9pp | 345.46%-341.5pp |
| Employer contribution / active EE | $1,702 | $3,304-48.5% | $2,653-35.8% | $4,764-64.3% |
| Participant deferral / active EE | $0 | $4,691-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $12,615 | $6,244+102.0% | $4,914+156.7% | $11,601+8.7% |