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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 | $48,291 | $165,399-70.8% | $149,745-67.8% | $158,982-69.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -3.53% | 348.34%-351.9pp | 276.72%-280.2pp | 302.99%-306.5pp |
| Employer contribution / active EE | $1,469 | $5,105-71.2% | $4,646-68.4% | $4,763-69.2% |
| Participant deferral / active EE | $2,099 | $7,183-70.8% | $6,843-69.3% | $5,983-64.9% |
| Admin fee / account holder | $103,018 | $10,811+852.9% | $9,312+1006.3% | $11,252+815.6% |