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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 | $8,091 | $90,489-91.1% | $76,051-89.4% | $145,978-94.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 2.92% | 622.78%-619.9pp | 360.42%-357.5pp | 550.52%-547.6pp |
| Employer contribution / active EE | $2,961 | $3,319-10.8% | $2,690+10.1% | $4,662-36.5% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,257-100.0% | $6,690-100.0% |
| Admin fee / account holder | $492 | $8,374-94.1% | $6,416-92.3% | $13,400-96.3% |