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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 | $44,641 | $100,938-55.8% | $90,461-50.7% | $158,982-71.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 2.13% | 1727.20%-1725.1pp | 1294.76%-1292.6pp | 302.99%-300.9pp |
| Employer contribution / active EE | $2,857 | $3,691-22.6% | $3,264-12.5% | $4,763-40.0% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $417 | $6,510-93.6% | $5,617-92.6% | $11,252-96.3% |