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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 | $34,541 | $129,737-73.4% | $119,126-71.0% | $154,746-77.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 0.95% | 379.08%-378.1pp | 282.11%-281.2pp | 172.34%-171.4pp |
| Employer contribution / active EE | $1,165 | $4,375-73.4% | $4,034-71.1% | $4,379-73.4% |
| Participant deferral / active EE | $1,612 | $5,842-72.4% | $5,318-69.7% | $6,730-76.0% |
| Admin fee / account holder | $31,653 | $11,961+164.6% | $10,693+196.0% | $14,365+120.3% |