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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 | $147,489 | $227,399-35.1% | $189,758-22.3% | $198,609-25.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 0.11% | 61.03%-60.9pp | 52.62%-52.5pp | 202.70%-202.6pp |
| Employer contribution / active EE | $1,871 | $5,526-66.1% | $4,767-60.8% | $5,055-63.0% |
| Participant deferral / active EE | $2,870 | $6,837-58.0% | $5,856-51.0% | $6,977-58.9% |
| Admin fee / account holder | $728 | $25,162-97.1% | $20,388-96.4% | $19,030-96.2% |