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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 | $42,095 | $109,904-61.7% | $97,167-56.7% | $145,959-71.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 5.20% | 243.43%-238.2pp | 75.27%-70.1pp | 561.95%-556.7pp |
| Employer contribution / active EE | $1,076 | $3,084-65.1% | $2,729-60.6% | $4,661-76.9% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,539 | $6,216-75.2% | $5,650-72.8% | $13,398-88.5% |