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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 | $44,447 | $107,368-58.6% | $92,915-52.2% | $152,909-70.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 3.00% | 145.64%-142.6pp | 109.45%-106.4pp | 345.46%-342.5pp |
| Employer contribution / active EE | $26,035 | $4,222+516.6% | $3,653+612.6% | $4,764+446.5% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,688 | $7,082-5.6% | $5,796+15.4% | $11,601-42.3% |