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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 | $53,800 | $111,830-51.9% | $93,696-42.6% | $145,884-63.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 6.50% | 204.08%-197.6pp | 133.74%-127.2pp | 551.85%-545.3pp |
| Employer contribution / active EE | $13,124 | $3,093+324.3% | $2,422+441.9% | $4,662+181.5% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $871 | $10,249-91.5% | $8,287-89.5% | $13,392-93.5% |