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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 | $50,740 | $113,338-55.2% | $94,993-46.6% | $147,586-65.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | -1.01% | 20.80%-21.8pp | 27.14%-28.2pp | 578.59%-579.6pp |
| Employer contribution / active EE | $1,256 | $3,160-60.3% | $2,603-51.8% | $4,876-74.2% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $558 | $6,063-90.8% | $4,960-88.7% | $10,886-94.9% |