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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 | $14,189 | $95,664-85.2% | $76,902-81.5% | $139,487-89.8% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 5.48% | 55.03%-49.6pp | 37.91%-32.4pp | 373.84%-368.4pp |
| Employer contribution / active EE | $5,376 | $3,147+70.8% | $2,534+112.1% | $4,755+13.1% |
| Participant deferral / active EE | $0 | $4,626-100.0% | $3,833-100.0% | $6,713-100.0% |
| Admin fee / account holder | $2,175 | $8,311-73.8% | $5,479-60.3% | $11,407-80.9% |