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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 | $46,404 | $83,337-44.3% | $67,834-31.6% | $273,972-83.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 0.59% | 259.45%-258.9pp | 138.47%-137.9pp | 41.46%-40.9pp |
| Employer contribution / active EE | $2,374 | $3,287-27.8% | $2,403-1.2% | $4,869-51.2% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $570 | $6,752-91.6% | $4,622-87.7% | $10,133-94.4% |