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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 | $43,167 | $91,537-52.8% | $130,045-66.8% | $75,173-42.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 9.40% | -631.55%+640.9pp | -137.30%+146.7pp | 160.72%-151.3pp |
| Employer contribution / active EE | $862 | $2,845-69.7% | $4,321-80.1% | $2,671-67.7% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,315 | $6,780-80.6% | $10,600-87.6% | $5,651-76.7% |