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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 | $25,959 | $117,396-77.9% | $99,452-73.9% | $152,870-83.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 0.43% | 31.87%-31.4pp | 30.72%-30.3pp | 345.34%-344.9pp |
| Employer contribution / active EE | $4,637 | $3,013+53.9% | $2,540+82.6% | $4,763-2.6% |
| Participant deferral / active EE | $538 | $4,086-86.8% | $3,619-85.1% | $5,850-90.8% |
| Admin fee / account holder | $57,390 | $7,632+652.0% | $6,251+818.1% | $11,597+394.9% |