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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 | $19,185 | $115,814-83.4% | $101,275-81.1% | $158,982-87.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 5.68% | 56.16%-50.5pp | 46.48%-40.8pp | 302.99%-297.3pp |
| Employer contribution / active EE | $5,122 | $4,176+22.7% | $3,660+39.9% | $4,763+7.5% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $11,162 | $7,249+54.0% | $5,948+87.7% | $11,252-0.8% |