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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 | $33,751 | $102,663-67.1% | $86,216-60.9% | $139,466-75.8% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.0%+16.8pp | 80.3%+5.4pp |
| Annual return | 7.42% | 1924.52%-1917.1pp | 1169.42%-1162.0pp | 373.66%-366.2pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $591 | $4,677-87.4% | $3,986-85.2% | $6,712-91.2% |
| Admin fee / account holder | $14,442 | $8,663+66.7% | $6,853+110.7% | $11,409+26.6% |