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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 | $44,348 | $90,530-51.0% | $76,030-41.7% | $145,897-69.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 1.57% | 625.08%-623.5pp | 361.54%-360.0pp | 552.29%-550.7pp |
| Employer contribution / active EE | $951 | $3,319-71.4% | $2,688-64.6% | $4,663-79.6% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $236,064 | $8,383+2715.9% | $6,421+3576.7% | $13,390+1662.9% |