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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 | $34,866 | $64,324-45.8% | $118,946-70.7% | $79,852-56.3% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 1.00% | 86.45%-85.4pp | 35.89%-34.9pp | 31.72%-30.7pp |
| Employer contribution / active EE | $1,538 | $1,836-16.2% | $3,263-52.9% | $2,471-37.7% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $4,266-100.0% | $3,740-100.0% |
| Admin fee / account holder | $10,693 | $4,040+164.7% | $6,581+62.5% | $5,306+101.5% |