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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 | $65,413 | $112,933-42.1% | $90,970-28.1% | $158,982-58.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 0.05% | 215.82%-215.8pp | 134.60%-134.5pp | 302.99%-302.9pp |
| Employer contribution / active EE | $2,917 | $2,893+0.8% | $2,122+37.5% | $4,763-38.8% |
| Participant deferral / active EE | $629 | $4,128-84.8% | $3,373-81.4% | $5,983-89.5% |
| Admin fee / account holder | $2,637 | $8,047-67.2% | $5,961-55.8% | $11,252-76.6% |