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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 | $38,076 | $86,298-55.9% | $111,308-65.8% | $85,847-55.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 3.74% | 19.99%-16.2pp | 54.67%-50.9pp | 318.61%-314.9pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,117 | $3,641-69.3% | $4,487-75.1% | $3,952-71.7% |
| Admin fee / account holder | $14,713 | $8,189+79.7% | $7,965+84.7% | $6,261+135.0% |