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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 | $82,381 | $166,131-50.4% | $164,975-50.1% | $145,877-43.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 4.01% | 100.37%-96.4pp | 70.12%-66.1pp | 551.28%-547.3pp |
| Employer contribution / active EE | $2,083 | $5,276-60.5% | $4,343-52.0% | $4,663-55.3% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,495 | $16,648-91.0% | $12,688-88.2% | $13,402-88.8% |