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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 | $43,111 | $166,242-74.1% | $165,071-73.9% | $145,884-70.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 6.36% | 100.44%-94.1pp | 70.17%-63.8pp | 551.85%-545.5pp |
| Employer contribution / active EE | $2,843 | $5,283-46.2% | $4,347-34.6% | $4,662-39.0% |
| Participant deferral / active EE | $1,764 | $6,964-74.7% | $6,035-70.8% | $6,690-73.6% |
| Admin fee / account holder | $105,015 | $16,658+530.4% | $12,695+727.2% | $13,392+684.2% |