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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 | $43,174 | $57,330-24.7% | $86,656-50.2% | $75,177-42.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 11.03% | 2675.40%-2664.4pp | 593.09%-582.1pp | 160.75%-149.7pp |
| Employer contribution / active EE | $3,237 | $2,316+39.7% | $3,025+7.0% | $2,671+21.2% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,439-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,259 | $4,115+27.8% | $5,619-6.4% | $5,651-6.9% |