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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 | $58,537 | $102,385-42.8% | $147,080-60.2% | $80,935-27.7% |
| Participation rate | 97.3% | 75.9%+21.4pp | 82.2%+15.1pp | 67.7%+29.6pp |
| Annual return | -1.07% | 135.09%-136.2pp | 420.17%-421.2pp | 35.66%-36.7pp |
| Employer contribution / active EE | $1,351 | $3,717-63.6% | $4,933-72.6% | $2,757-51.0% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $895 | $7,951-88.8% | $12,989-93.1% | $6,924-87.1% |