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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 | $26,184 | $125,190-79.1% | $105,624-75.2% | $145,897-82.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 5.25% | 225.22%-220.0pp | 116.20%-111.0pp | 552.29%-547.0pp |
| Employer contribution / active EE | $1,000 | $3,720-73.1% | $3,168-68.4% | $4,663-78.6% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,013-100.0% | $6,689-100.0% |
| Admin fee / account holder | $575 | $17,138-96.6% | $10,961-94.8% | $13,390-95.7% |