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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 | $165,351-70.8% | $149,710-67.7% | $158,931-69.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -3.53% | 348.19%-351.7pp | 276.63%-280.2pp | 302.86%-306.4pp |
| Employer contribution / active EE | $1,469 | $5,103-71.2% | $4,645-68.4% | $4,761-69.1% |
| Participant deferral / active EE | $2,099 | $7,181-70.8% | $6,842-69.3% | $5,982-64.9% |
| Admin fee / account holder | $103,018 | $10,807+853.2% | $9,309+1006.6% | $11,247+816.0% |