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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 | $15,876 | $96,691-83.6% | $86,656-81.7% | $139,487-88.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 6.18% | 106.87%-100.7pp | 593.09%-586.9pp | 373.84%-367.7pp |
| Employer contribution / active EE | $1,165 | $3,267-64.3% | $3,025-61.5% | $4,755-75.5% |
| Participant deferral / active EE | $806 | $4,838-83.3% | $4,439-81.8% | $6,713-88.0% |
| Admin fee / account holder | $639 | $6,414-90.0% | $5,619-88.6% | $11,407-94.4% |