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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 | $14,503 | $99,017-85.4% | $86,587-83.3% | $147,585-90.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 4.02% | 1312.37%-1308.4pp | 964.86%-960.8pp | 578.56%-574.5pp |
| Employer contribution / active EE | $2,025 | $3,132-35.3% | $2,839-28.7% | $4,876-58.5% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,037 | $5,710-64.3% | $4,906-58.5% | $10,885-81.3% |