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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 | $64,795 | $142,430-54.5% | $115,170-43.7% | $152,885-57.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | -0.46% | 41.48%-41.9pp | 35.60%-36.1pp | 345.39%-345.8pp |
| Employer contribution / active EE | $11,691 | $4,011+191.5% | $3,179+267.7% | $4,763+145.5% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,404 | $8,464-71.6% | $7,089-66.1% | $11,598-79.3% |