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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 | $34,983 | $147,556-76.3% | $129,031-72.9% | $198,609-82.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | -0.71% | 37.41%-38.1pp | 34.67%-35.4pp | 202.70%-203.4pp |
| Employer contribution / active EE | $1,598 | $3,645-56.1% | $3,226-50.5% | $5,055-68.4% |
| Participant deferral / active EE | $0 | $5,760-100.0% | $5,217-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,199 | $15,467-92.2% | $13,208-90.9% | $19,030-93.7% |