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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 | $29,305 | $106,008-72.4% | $92,240-68.2% | $147,586-80.1% |
| Participation rate | 86.7% | 80.4%+6.3pp | 76.5%+10.2pp | 82.8%+3.8pp |
| Annual return | 9.21% | 50.05%-40.8pp | 176.29%-167.1pp | 578.59%-569.4pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,006 | $4,478-77.5% | $3,897-74.2% | $5,439-81.5% |
| Admin fee / account holder | $15,982 | $6,333+152.4% | $5,194+207.7% | $10,886+46.8% |