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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 | $84,695 | $100,938-16.1% | $90,461-6.4% | $158,982-46.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 2.07% | 1727.20%-1725.1pp | 1294.76%-1292.7pp | 302.99%-300.9pp |
| Employer contribution / active EE | $4,991 | $3,691+35.2% | $3,264+52.9% | $4,763+4.8% |
| Participant deferral / active EE | $487 | $4,350-88.8% | $3,964-87.7% | $5,983-91.9% |
| Admin fee / account holder | $245,245 | $6,510+3667.4% | $5,617+4266.4% | $11,252+2079.6% |