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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 | $87,565 | $112,935-22.5% | $90,970-3.7% | $158,966-44.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 0.61% | 215.79%-215.2pp | 134.58%-134.0pp | 302.95%-302.3pp |
| Employer contribution / active EE | $900 | $2,895-68.9% | $2,122-57.6% | $4,762-81.1% |
| Participant deferral / active EE | $0 | $4,129-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $6,385 | $8,045-20.6% | $5,960+7.1% | $11,250-43.2% |