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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 | $53,799 | $105,158-48.8% | $94,672-43.2% | $139,487-61.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 0.02% | 38.11%-38.1pp | 156.89%-156.9pp | 373.84%-373.8pp |
| Employer contribution / active EE | $5,549 | $4,107+35.1% | $3,673+51.1% | $4,755+16.7% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,417-100.0% | $6,713-100.0% |
| Admin fee / account holder | $3,167 | $8,972-64.7% | $7,222-56.1% | $11,407-72.2% |