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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 | $108,911-48.7% | $100,392-44.4% | $145,884-61.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 0.02% | 58.23%-58.2pp | 49.45%-49.4pp | 551.85%-551.8pp |
| Employer contribution / active EE | $6,838 | $4,420+54.7% | $3,941+73.5% | $4,662+46.7% |
| Participant deferral / active EE | $0 | $8,459-100.0% | $8,090-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,603 | $9,698-42.2% | $7,904-29.1% | $13,392-58.2% |