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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 | $75,156 | $125,778-40.2% | $114,563-34.4% | $154,746-51.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 4.48% | 295.14%-290.7pp | 241.09%-236.6pp | 172.34%-167.9pp |
| Employer contribution / active EE | $1,228 | $2,806-56.2% | $2,592-52.6% | $4,379-72.0% |
| Participant deferral / active EE | $0 | $4,445-100.0% | $4,142-100.0% | $6,730-100.0% |
| Admin fee / account holder | $316 | $8,190-96.1% | $7,623-95.9% | $14,365-97.8% |