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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 | $24,704 | $123,854-80.1% | $69,623-64.5% | $145,884-83.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 4.87% | 192.35%-187.5pp | 101.23%-96.4pp | 551.85%-547.0pp |
| Employer contribution / active EE | $9,778 | $2,673+265.8% | $1,709+472.2% | $4,662+109.7% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $2,890-100.0% | $6,690-100.0% |
| Admin fee / account holder | $301 | $7,822-96.2% | $4,696-93.6% | $13,392-97.8% |