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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 | $34,047 | $107,368-68.3% | $92,915-63.4% | $152,909-77.7% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.5%-2.5pp |
| Annual return | 0.96% | 145.64%-144.7pp | 109.45%-108.5pp | 345.46%-344.5pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,037 | $4,848-78.6% | $4,238-75.5% | $5,851-82.3% |
| Admin fee / account holder | $2,287 | $7,082-67.7% | $5,796-60.5% | $11,601-80.3% |