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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 | $46,019 | $81,632-43.6% | $70,455-34.7% | $158,931-71.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | -0.79% | 208.48%-209.3pp | 109.06%-109.9pp | 302.86%-303.6pp |
| Employer contribution / active EE | $6,126 | $3,217+90.4% | $2,737+123.8% | $4,761+28.7% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,709-100.0% | $5,982-100.0% |
| Admin fee / account holder | $941 | $6,193-84.8% | $3,845-75.5% | $11,247-91.6% |