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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 | $60,541 | $117,444-48.5% | $99,479-39.1% | $152,909-60.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 0.29% | 31.87%-31.6pp | 30.72%-30.4pp | 345.46%-345.2pp |
| Employer contribution / active EE | $1,718 | $3,014-43.0% | $2,540-32.4% | $4,764-63.9% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $742 | $7,635-90.3% | $6,253-88.1% | $11,601-93.6% |