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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 | $100,139-83.6% | $85,187-80.7% | $145,884-88.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 3.59% | 84.15%-80.6pp | 66.67%-63.1pp | 551.85%-548.3pp |
| Employer contribution / active EE | $8,185 | $3,238+152.8% | $2,732+199.5% | $4,662+75.6% |
| Participant deferral / active EE | $0 | $5,296-100.0% | $4,525-100.0% | $6,690-100.0% |
| Admin fee / account holder | $8,175 | $7,262+12.6% | $6,162+32.7% | $13,392-39.0% |