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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 | $42,036 | $106,918-60.7% | $84,021-50.0% | $152,897-72.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 0.63% | 105.01%-104.4pp | 71.32%-70.7pp | 345.43%-344.8pp |
| Employer contribution / active EE | $4,688 | $2,735+71.4% | $1,984+136.3% | $4,764-1.6% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,697 | $8,288-67.5% | $6,102-55.8% | $11,599-76.8% |