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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 | $59,140 | $107,363-44.9% | $92,909-36.3% | $152,897-61.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 1.52% | 145.63%-144.1pp | 109.44%-107.9pp | 345.43%-343.9pp |
| Employer contribution / active EE | $14,022 | $4,222+232.1% | $3,653+283.8% | $4,764+194.4% |
| Participant deferral / active EE | $656 | $4,848-86.5% | $4,238-84.5% | $5,851-88.8% |
| Admin fee / account holder | $42,110 | $7,082+494.7% | $5,795+626.7% | $11,599+263.0% |