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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 | $46,621 | $80,812-42.3% | $160,784-71.0% | $82,448-43.5% |
| Participation rate | 94.8% | 66.2%+28.6pp | 77.0%+17.9pp | 68.1%+26.8pp |
| Annual return | 11.93% | 100.59%-88.7pp | 1803.92%-1792.0pp | 41.64%-29.7pp |
| Employer contribution / active EE | $6,466 | $2,174+197.5% | $3,733+73.2% | $2,551+153.5% |
| Participant deferral / active EE | $0 | $4,335-100.0% | $6,293-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,943 | $7,695-35.8% | $9,717-49.1% | $7,234-31.7% |