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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 | $66,574 | $118,695-43.9% | $98,916-32.7% | $158,950-58.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 0.98% | 372.39%-371.4pp | 196.45%-195.5pp | 302.91%-301.9pp |
| Employer contribution / active EE | $3,571 | $3,333+7.1% | $2,689+32.8% | $4,762-25.0% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $25,108 | $10,132+147.8% | $6,642+278.0% | $11,248+123.2% |