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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 | $51,058 | $102,429-50.2% | $147,096-65.3% | $80,925-36.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 9.34% | 135.02%-125.7pp | 419.75%-410.4pp | 35.65%-26.3pp |
| Employer contribution / active EE | $2,083 | $3,716-43.9% | $4,936-57.8% | $2,756-24.4% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $665 | $7,957-91.6% | $13,005-94.9% | $6,940-90.4% |