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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 | $73,546-46.4% | $63,018-37.5% | $147,586-73.3% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.8%+5.2pp | 82.8%-2.8pp |
| Annual return | 6.03% | 175.56%-169.5pp | 87.62%-81.6pp | 578.59%-572.6pp |
| Employer contribution / active EE | $1,851 | $3,324-44.3% | $2,761-33.0% | $4,876-62.0% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $580 | $5,956-90.3% | $3,601-83.9% | $10,886-94.7% |