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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 | $55,250 | $226,135-75.6% | $182,558-69.7% | $152,909-63.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 0.33% | 192.60%-192.3pp | 148.59%-148.3pp | 345.46%-345.1pp |
| Employer contribution / active EE | $3,596 | $4,979-27.8% | $4,076-11.8% | $4,764-24.5% |
| Participant deferral / active EE | $433 | $6,371-93.2% | $5,526-92.2% | $5,851-92.6% |
| Admin fee / account holder | $2,675 | $10,707-75.0% | $8,594-68.9% | $11,601-76.9% |