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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 | $58,750 | $79,961-26.5% | $98,462-40.3% | $75,177-21.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | -1.69% | 19.75%-21.4pp | 21.17%-22.9pp | 160.75%-162.4pp |
| Employer contribution / active EE | $9,673 | $2,264+327.2% | $3,049+217.3% | $2,671+262.1% |
| Participant deferral / active EE | $0 | $3,753-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,625 | $6,842-47.0% | $8,875-59.2% | $5,651-35.9% |