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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 | $75,629 | $102,595-26.3% | $94,057-19.6% | $154,746-51.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 2.52% | 583.42%-580.9pp | 480.62%-478.1pp | 172.34%-169.8pp |
| Employer contribution / active EE | $9,746 | $3,147+209.7% | $2,933+232.3% | $4,379+122.6% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,431 | $7,736-68.6% | $7,244-66.4% | $14,365-83.1% |