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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 | $49,929 | $91,537-45.5% | $130,045-61.6% | $75,173-33.6% |
| Participation rate | 97.1% | 71.5%+25.7pp | 78.5%+18.6pp | 67.2%+29.9pp |
| Annual return | 11.42% | -631.55%+643.0pp | -137.30%+148.7pp | 160.72%-149.3pp |
| Employer contribution / active EE | $1,916 | $2,845-32.7% | $4,321-55.7% | $2,671-28.3% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,517 | $6,780-62.9% | $10,600-76.3% | $5,651-55.4% |