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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 | $32,908 | $166,131-80.2% | $164,975-80.1% | $145,877-77.4% |
| Participation rate | 95.8% | 82.0%+13.8pp | 78.6%+17.2pp | 80.3%+15.5pp |
| Annual return | 7.47% | 100.37%-92.9pp | 70.12%-62.7pp | 551.28%-543.8pp |
| Employer contribution / active EE | $2,083 | $5,276-60.5% | $4,343-52.0% | $4,663-55.3% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $20,981 | $16,648+26.0% | $12,688+65.4% | $13,402+56.6% |