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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 | $11,753 | $52,279-77.5% | $89,435-86.9% | $79,856-85.3% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 11.39% | 22.16%-10.8pp | 245.55%-234.2pp | 31.71%-20.3pp |
| Employer contribution / active EE | $5,082 | $1,572+223.3% | $2,587+96.4% | $2,471+105.6% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,538 | $3,356-54.2% | $4,884-68.5% | $5,306-71.0% |