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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 | $21,363 | $106,003-79.8% | $92,236-76.8% | $147,585-85.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 7.21% | 50.05%-42.8pp | 176.29%-169.1pp | 578.57%-571.4pp |
| Employer contribution / active EE | $5,158 | $4,333+19.0% | $3,679+40.2% | $4,876+5.8% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,887 | $6,333-54.4% | $5,194-44.4% | $10,885-73.5% |