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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 | $15,585 | $56,134-72.2% | $96,192-83.8% | $85,851-81.8% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 8.80% | 42.30%-33.5pp | 192.09%-183.3pp | 318.63%-309.8pp |
| Employer contribution / active EE | $5,860 | $1,620+261.7% | $2,799+109.3% | $2,565+128.4% |
| Participant deferral / active EE | $0 | $2,858-100.0% | $4,351-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,602 | $3,769-57.5% | $5,539-71.1% | $6,261-74.4% |