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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 | $12,057 | $88,778-86.4% | $81,844-85.3% | $145,884-91.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 4.89% | 1033.03%-1028.1pp | 778.87%-774.0pp | 551.85%-547.0pp |
| Employer contribution / active EE | $2,000 | $3,087-35.2% | $2,916-31.4% | $4,662-57.1% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $500 | $8,430-94.1% | $7,355-93.2% | $13,392-96.3% |