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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 | $62,123 | $154,193-59.7% | $130,045-52.2% | $139,466-55.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 7.85% | 32.51%-24.7pp | -137.30%+145.2pp | 373.66%-365.8pp |
| Employer contribution / active EE | $3,101 | $5,292-41.4% | $4,321-28.2% | $4,754-34.8% |
| Participant deferral / active EE | $1,300 | $6,709-80.6% | $5,820-77.7% | $6,712-80.6% |
| Admin fee / account holder | $909 | $13,989-93.5% | $10,600-91.4% | $11,409-92.0% |