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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 | $16,403 | $100,073-83.6% | $85,126-80.7% | $145,877-88.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 3.59% | 84.11%-80.5pp | 66.63%-63.0pp | 551.28%-547.7pp |
| Employer contribution / active EE | $8,185 | $3,236+152.9% | $2,731+199.7% | $4,663+75.5% |
| Participant deferral / active EE | $0 | $5,294-100.0% | $4,523-100.0% | $6,691-100.0% |
| Admin fee / account holder | $8,175 | $7,261+12.6% | $6,160+32.7% | $13,402-39.0% |