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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 | $46,825 | $88,815-47.3% | $81,882-42.8% | $145,897-67.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.62% | 1033.75%-1026.1pp | 779.47%-771.9pp | 552.29%-544.7pp |
| Employer contribution / active EE | $9,082 | $3,086+194.3% | $2,916+211.4% | $4,663+94.8% |
| Participant deferral / active EE | $301 | $4,647-93.5% | $4,323-93.0% | $6,689-95.5% |
| Admin fee / account holder | $30,000 | $8,434+255.7% | $7,360+307.6% | $13,390+124.0% |