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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 | $52,906 | $102,422-48.3% | $147,117-64.0% | $80,959-34.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 7.76% | 135.16%-127.4pp | 420.54%-412.8pp | 35.67%-27.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,156 | $6,652-67.6% | $8,065-73.3% | $4,300-49.9% |
| Admin fee / account holder | $2,549 | $7,953-67.9% | $12,993-80.4% | $6,925-63.2% |