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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 | $61,577 | $58,828+4.7% | $78,002-21.1% | $62,881-2.1% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | -3.37% | 17.16%-20.5pp | 425.99%-429.4pp | 20.14%-23.5pp |
| Employer contribution / active EE | $3,750 | $1,672+124.3% | $2,470+51.8% | $2,281+64.4% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,448 | $4,393-21.5% | $5,481-37.1% | $4,296-19.7% |