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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 | $117,444-77.9% | $99,479-73.9% | $152,909-83.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 0.43% | 31.87%-31.4pp | 30.72%-30.3pp | 345.46%-345.0pp |
| Employer contribution / active EE | $4,637 | $3,014+53.9% | $2,540+82.5% | $4,764-2.7% |
| Participant deferral / active EE | $538 | $4,086-86.8% | $3,619-85.1% | $5,851-90.8% |
| Admin fee / account holder | $57,390 | $7,635+651.6% | $6,253+817.8% | $11,601+394.7% |