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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 | $55,294 | $154,754-64.3% | $124,206-55.5% | $138,895-60.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 1.99% | 709.28%-707.3pp | 515.27%-513.3pp | 145.39%-143.4pp |
| Employer contribution / active EE | $19,379 | $4,446+335.8% | $3,540+447.4% | $4,194+362.0% |
| Participant deferral / active EE | $0 | $4,621-100.0% | $3,968-100.0% | $6,396-100.0% |
| Admin fee / account holder | $346 | $6,690-94.8% | $5,929-94.2% | $12,562-97.2% |