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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 | $26,013 | $115,796-77.5% | $101,264-74.3% | $158,950-83.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 1.90% | 56.15%-54.2pp | 46.48%-44.6pp | 302.91%-301.0pp |
| Employer contribution / active EE | $9,542 | $4,175+128.5% | $3,660+160.7% | $4,762+100.4% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,506 | $7,247-65.4% | $5,947-57.9% | $11,248-77.7% |