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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 | $51,773 | $134,817-61.6% | $123,973-58.2% | $155,188-66.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 2.71% | 515.49%-512.8pp | 388.13%-385.4pp | 148.84%-146.1pp |
| Employer contribution / active EE | $2,857 | $4,425-35.4% | $4,126-30.7% | $4,248-32.7% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,615 | $13,245-87.8% | $11,799-86.3% | $14,480-88.8% |