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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 | $10,505 | $90,691-88.4% | $76,119-86.2% | $145,884-92.8% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 5.54% | 624.52%-619.0pp | 361.25%-355.7pp | 551.85%-546.3pp |
| Employer contribution / active EE | $10,180 | $3,329+205.8% | $2,693+278.1% | $4,662+118.3% |
| Participant deferral / active EE | $0 | $5,167-100.0% | $4,259-100.0% | $6,690-100.0% |
| Admin fee / account holder | $18,139 | $8,383+116.4% | $6,421+182.5% | $13,392+35.4% |