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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 | $85,030 | $115,796-26.6% | $101,264-16.0% | $158,950-46.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 2.24% | 56.15%-53.9pp | 46.48%-44.2pp | 302.91%-300.7pp |
| Employer contribution / active EE | $11,138 | $4,175+166.8% | $3,660+204.3% | $4,762+133.9% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $6,259 | $7,247-13.6% | $5,947+5.2% | $11,248-44.4% |