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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 | $46,341 | $49,976-7.3% | $66,674-30.5% | $82,637-43.9% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 12.31% | 39.09%-26.8pp | 321.24%-308.9pp | 53.51%-41.2pp |
| Employer contribution / active EE | $3,811 | $1,988+91.7% | $2,620+45.4% | $2,552+49.3% |
| Participant deferral / active EE | $0 | $2,847-100.0% | $4,084-100.0% | $4,126-100.0% |
| Admin fee / account holder | $860 | $4,594-81.3% | $5,098-83.1% | $7,339-88.3% |