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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 | $15,749 | $73,518-78.6% | $63,005-75.0% | $147,585-89.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 7.50% | 175.46%-168.0pp | 87.59%-80.1pp | 578.58%-571.1pp |
| Employer contribution / active EE | $2,002 | $3,322-39.7% | $2,760-27.5% | $4,876-58.9% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $843 | $5,952-85.8% | $3,599-76.6% | $10,886-92.3% |