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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 | $42,104 | $101,618-58.6% | $93,063-54.8% | $137,256-69.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | -0.42% | 223.95%-224.4pp | 34.15%-34.6pp | 220.34%-220.8pp |
| Employer contribution / active EE | $11,294 | $2,707+317.2% | $2,476+356.1% | $4,156+171.8% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,608 | $6,198-74.1% | $6,033-73.3% | $12,270-86.9% |