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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 | $20,266 | $111,878-81.9% | $93,727-78.4% | $145,897-86.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 3.34% | 204.28%-200.9pp | 133.83%-130.5pp | 552.29%-549.0pp |
| Employer contribution / active EE | $1,396 | $3,092-54.8% | $2,421-42.3% | $4,663-70.1% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,840 | $10,256-52.8% | $8,292-41.6% | $13,390-63.9% |