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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 | $64,455 | $110,410-41.6% | $102,437-37.1% | $145,897-55.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 1.79% | 24.85%-23.1pp | 24.95%-23.2pp | 552.29%-550.5pp |
| Employer contribution / active EE | $5,714 | $4,217+35.5% | $3,871+47.6% | $4,663+22.6% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,833 | $9,745-40.1% | $8,388-30.5% | $13,390-56.4% |