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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 | $32,227 | $49,976-35.5% | $66,674-51.7% | $82,637-61.0% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 8.89% | 39.09%-30.2pp | 321.24%-312.4pp | 53.51%-44.6pp |
| Employer contribution / active EE | $3,911 | $1,988+96.7% | $2,620+49.3% | $2,552+53.2% |
| Participant deferral / active EE | $266 | $2,847-90.7% | $4,084-93.5% | $4,126-93.6% |
| Admin fee / account holder | $15,394 | $4,594+235.1% | $5,098+202.0% | $7,339+109.8% |