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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 | $35,364 | $91,179-61.2% | $178,499-80.2% | $79,852-55.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 7.59% | 24.19%-16.6pp | 151.10%-143.5pp | 31.72%-24.1pp |
| Employer contribution / active EE | $7,143 | $3,256+119.4% | $5,011+42.5% | $2,471+189.1% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $733 | $6,749-89.1% | $13,986-94.8% | $5,306-86.2% |