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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 | $13,884 | $95,406-85.4% | $185,849-92.5% | $85,847-83.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 9.92% | 23.59%-13.7pp | 122.10%-112.2pp | 318.61%-308.7pp |
| Employer contribution / active EE | $4,416 | $3,314+33.3% | $5,169-14.6% | $2,565+72.1% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $343 | $7,214-95.2% | $16,244-97.9% | $6,261-94.5% |