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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 | $41,837 | $51,184-18.3% | $66,439-37.0% | $86,983-51.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 10.44% | 17.07%-6.6pp | 757.66%-747.2pp | 25.83%-15.4pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $31 | $2,927-99.0% | $3,876-99.2% | $4,194-99.3% |
| Admin fee / account holder | $1,006 | $4,154-75.8% | $6,173-83.7% | $7,856-87.2% |