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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 | $166,020-74.0% | $164,866-73.9% | $145,959-70.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 6.36% | 100.08%-93.7pp | 69.97%-63.6pp | 561.95%-555.6pp |
| Employer contribution / active EE | $2,843 | $5,275-46.1% | $4,343-34.5% | $4,661-39.0% |
| Participant deferral / active EE | $1,764 | $6,961-74.7% | $6,033-70.8% | $6,689-73.6% |
| Admin fee / account holder | $105,015 | $16,644+530.9% | $12,689+727.6% | $13,398+683.8% |