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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 | $37,389 | $96,508-61.3% | $75,901-50.7% | $152,897-75.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 10.16% | 33.99%-23.8pp | 30.76%-20.6pp | 345.43%-335.3pp |
| Employer contribution / active EE | $10,078 | $3,310+204.5% | $2,501+303.0% | $4,764+111.6% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $20,466 | $8,081+153.3% | $5,420+277.6% | $11,599+76.4% |