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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 | $70,273 | $107,941-34.9% | $91,994-23.6% | $152,909-54.0% |
| Participation rate | 93.3% | 81.2%+12.1pp | 78.6%+14.7pp | 82.5%+10.9pp |
| Annual return | 0.08% | 89.28%-89.2pp | 69.04%-69.0pp | 345.46%-345.4pp |
| Employer contribution / active EE | $4,226 | $4,212+0.4% | $3,453+22.4% | $4,764-11.3% |
| Participant deferral / active EE | $0 | $6,366-100.0% | $5,924-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,302 | $10,521-68.6% | $7,744-57.4% | $11,601-71.5% |