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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 | $40,330 | $102,382-60.6% | $147,005-72.6% | $80,874-50.1% |
| Participation rate | 77.3% | 75.8%+1.4pp | 82.2%-4.9pp | 67.6%+9.6pp |
| Annual return | 11.27% | 134.89%-123.6pp | 418.76%-407.5pp | 35.62%-24.3pp |
| Employer contribution / active EE | $8,963 | $3,715+141.3% | $4,934+81.7% | $2,756+225.3% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $536 | $7,942-93.2% | $13,006-95.9% | $6,935-92.3% |