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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 | $32,911 | $70,684-53.4% | $169,397-80.6% | $75,177-56.2% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 10.73% | 36.38%-25.7pp | 406.23%-395.5pp | 160.75%-150.0pp |
| Employer contribution / active EE | $3,608 | $2,211+63.2% | $4,013-10.1% | $2,671+35.1% |
| Participant deferral / active EE | $0 | $4,310-100.0% | $6,223-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,660 | $5,404-69.3% | $9,017-81.6% | $5,651-70.6% |