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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 | $54,848 | $112,112-51.1% | $95,956-42.8% | $158,950-65.5% |
| Participation rate | 70.6% | 79.0%-8.4pp | 77.1%-6.5pp | 82.0%-11.4pp |
| Annual return | 0.78% | 171.15%-170.4pp | 91.63%-90.9pp | 302.91%-302.1pp |
| Employer contribution / active EE | $1,052 | $3,199-67.1% | $2,541-58.6% | $4,762-77.9% |
| Participant deferral / active EE | $1,473 | $4,784-69.2% | $4,167-64.7% | $5,983-75.4% |
| Admin fee / account holder | $394 | $10,134-96.1% | $6,797-94.2% | $11,248-96.5% |