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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 | $98,965 | $106,918-7.4% | $84,021+17.8% | $152,897-35.3% |
| Participation rate | 92.3% | 75.2%+17.1pp | 69.0%+23.3pp | 82.5%+9.9pp |
| Annual return | 0.30% | 105.01%-104.7pp | 71.32%-71.0pp | 345.43%-345.1pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $430 | $4,012-89.3% | $3,239-86.7% | $5,851-92.7% |
| Admin fee / account holder | $3,658 | $8,288-55.9% | $6,102-40.0% | $11,599-68.5% |