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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 | $89,250 | $152,619-41.5% | $125,195-28.7% | $152,909-41.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 0.89% | 54.85%-54.0pp | 43.79%-42.9pp | 345.46%-344.6pp |
| Employer contribution / active EE | $8,000 | $4,947+61.7% | $3,866+106.9% | $4,764+67.9% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,994 | $13,437-85.2% | $9,704-79.5% | $11,601-82.8% |