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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 | $56,698 | $108,942-48.0% | $100,415-43.5% | $145,897-61.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 3.52% | 58.27%-54.8pp | 49.47%-46.0pp | 552.29%-548.8pp |
| Employer contribution / active EE | $13,269 | $4,422+200.1% | $3,943+236.5% | $4,663+184.6% |
| Participant deferral / active EE | $0 | $8,461-100.0% | $8,091-100.0% | $6,689-100.0% |
| Admin fee / account holder | $411 | $9,702-95.8% | $7,906-94.8% | $13,390-96.9% |