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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 | $55,868 | $108,897-48.7% | $100,378-44.3% | $145,877-61.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 0.02% | 58.17%-58.2pp | 49.41%-49.4pp | 551.28%-551.3pp |
| Employer contribution / active EE | $6,838 | $4,420+54.7% | $3,942+73.5% | $4,663+46.6% |
| Participant deferral / active EE | $0 | $8,455-100.0% | $8,087-100.0% | $6,691-100.0% |
| Admin fee / account holder | $5,603 | $9,690-42.2% | $7,899-29.1% | $13,402-58.2% |