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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 | $23,361 | $95,406-75.5% | $185,849-87.4% | $85,847-72.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 6.22% | 23.59%-17.4pp | 122.10%-115.9pp | 318.61%-312.4pp |
| Employer contribution / active EE | $3,871 | $3,314+16.8% | $5,169-25.1% | $2,565+50.9% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,923 | $7,214-45.6% | $16,244-75.8% | $6,261-37.3% |