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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 | $33,193 | $49,199-32.5% | $121,204-72.6% | $75,173-55.8% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 3.05% | 56.04%-53.0pp | 987.18%-984.1pp | 160.72%-157.7pp |
| Employer contribution / active EE | $4,801 | $1,547+210.3% | $4,170+15.1% | $2,671+79.7% |
| Participant deferral / active EE | $0 | $2,630-100.0% | $4,083-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,972 | $3,946-50.0% | $5,651-65.1% | $5,651-65.1% |