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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 | $34,299 | $81,643-58.0% | $70,462-51.3% | $158,950-78.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 3.21% | 208.51%-205.3pp | 109.08%-105.9pp | 302.91%-299.7pp |
| Employer contribution / active EE | $1,041 | $3,218-67.6% | $2,737-62.0% | $4,762-78.1% |
| Participant deferral / active EE | $0 | $4,555-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,394 | $6,194-29.1% | $3,845+14.3% | $11,248-60.9% |