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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 | $30,052 | $63,346-52.6% | $92,240-67.4% | $70,126-57.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 10.69% | 530.19%-519.5pp | 176.29%-165.6pp | 73.15%-62.5pp |
| Employer contribution / active EE | $2,540 | $2,471+2.8% | $3,680-31.0% | $2,343+8.4% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,836 | $3,841-26.2% | $5,194-45.4% | $4,645-38.9% |