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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 | $42,365 | $115,814-63.4% | $101,275-58.2% | $158,982-73.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 6.58% | 56.16%-49.6pp | 46.48%-39.9pp | 302.99%-296.4pp |
| Employer contribution / active EE | $13,230 | $4,176+216.8% | $3,660+261.5% | $4,763+177.8% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $60,328 | $7,249+732.2% | $5,948+914.3% | $11,252+436.2% |