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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 | $41,409 | $96,691-57.2% | $86,656-52.2% | $139,487-70.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.49% | 106.87%-96.4pp | 593.09%-582.6pp | 373.84%-363.4pp |
| Employer contribution / active EE | $2,995 | $3,267-8.3% | $3,025-1.0% | $4,755-37.0% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $5,911 | $6,414-7.8% | $5,619+5.2% | $11,407-48.2% |