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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 | $50,694 | $28,624+77.1% | $53,647-5.5% | $82,637-38.7% |
| Participation rate | 100.0% | 47.3%+52.7pp | 56.3%+43.7pp | 68.1%+31.9pp |
| Annual return | 10.71% | 664.98%-654.3pp | 358.33%-347.6pp | 53.51%-42.8pp |
| Employer contribution / active EE | $770 | $637+20.9% | $962-20.0% | $2,552-69.8% |
| Participant deferral / active EE | $0 | $1,196-100.0% | $1,813-100.0% | $4,126-100.0% |
| Admin fee / account holder | $362 | $2,022-82.1% | $2,460-85.3% | $7,339-95.1% |