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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 | $35,494 | $102,422-65.3% | $147,117-75.9% | $80,959-56.2% |
| Participation rate | 98.0% | 75.9%+22.2pp | 82.2%+15.9pp | 67.7%+30.4pp |
| Annual return | 9.32% | 135.16%-125.8pp | 420.54%-411.2pp | 35.67%-26.3pp |
| Employer contribution / active EE | $7,393 | $3,717+98.9% | $4,932+49.9% | $2,757+168.1% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,789 | $7,953-77.5% | $12,993-86.2% | $6,925-74.2% |