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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 | $47,343 | $60,128-21.3% | $90,440-47.7% | $79,852-40.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 4.33% | 71.95%-67.6pp | 1294.38%-1290.1pp | 31.72%-27.4pp |
| Employer contribution / active EE | $2,709 | $2,068+31.0% | $3,263-17.0% | $2,471+9.6% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $603 | $3,977-84.8% | $5,615-89.3% | $5,306-88.6% |