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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 | $42,882 | $111,878-61.7% | $93,727-54.2% | $145,897-70.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 3.00% | 204.28%-201.3pp | 133.83%-130.8pp | 552.29%-549.3pp |
| Employer contribution / active EE | $7,500 | $3,092+142.5% | $2,421+209.7% | $4,663+60.9% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $9,843 | $10,256-4.0% | $8,292+18.7% | $13,390-26.5% |