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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 | $29,516 | $70,366-58.1% | $66,674-55.7% | $138,895-78.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 7.97% | 386.41%-378.4pp | 321.24%-313.3pp | 145.39%-137.4pp |
| Employer contribution / active EE | $3,247 | $2,765+17.4% | $2,620+23.9% | $4,194-22.6% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $31,910 | $5,262+506.4% | $5,098+525.9% | $12,562+154.0% |