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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 | $60,700 | $183,968-67.0% | $162,166-62.6% | $152,870-60.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 1.00% | 150.77%-149.8pp | 115.59%-114.6pp | 345.34%-344.3pp |
| Employer contribution / active EE | $2,358 | $6,371-63.0% | $5,614-58.0% | $4,763-50.5% |
| Participant deferral / active EE | $1,202 | $8,034-85.0% | $7,298-83.5% | $5,850-79.5% |
| Admin fee / account holder | $2,381 | $13,121-81.9% | $10,842-78.0% | $11,597-79.5% |