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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 | $56,176 | $83,337-32.6% | $67,834-17.2% | $273,972-79.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 0.95% | 259.45%-258.5pp | 138.47%-137.5pp | 41.46%-40.5pp |
| Employer contribution / active EE | $3,333 | $3,287+1.4% | $2,403+38.7% | $4,869-31.5% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,066 | $6,752-69.4% | $4,622-55.3% | $10,133-79.6% |