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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 | $51,111 | $111,878-54.3% | $93,727-45.5% | $145,897-65.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 1.90% | 204.28%-202.4pp | 133.83%-131.9pp | 552.29%-550.4pp |
| Employer contribution / active EE | $1,333 | $3,092-56.9% | $2,421-44.9% | $4,663-71.4% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $653 | $10,256-93.6% | $8,292-92.1% | $13,390-95.1% |