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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 | $39,402 | $73,518-46.4% | $63,003-37.5% | $147,585-73.3% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.8%+5.2pp | 82.8%-2.8pp |
| Annual return | 6.03% | 175.46%-169.4pp | 87.59%-81.6pp | 578.56%-572.5pp |
| Employer contribution / active EE | $1,851 | $3,322-44.3% | $2,760-32.9% | $4,876-62.0% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $580 | $5,952-90.3% | $3,600-83.9% | $10,885-94.7% |