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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 | $28,106 | $154,145-81.8% | $130,014-78.4% | $139,427-79.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 5.99% | 32.49%-26.5pp | -137.22%+143.2pp | 373.27%-367.3pp |
| Employer contribution / active EE | $3,684 | $5,290-30.4% | $4,320-14.7% | $4,752-22.5% |
| Participant deferral / active EE | $0 | $6,711-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $38,399 | $14,009+174.1% | $10,616+261.7% | $11,404+236.7% |