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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 | $41,111 | $63,346-35.1% | $92,240-55.4% | $70,126-41.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 9.68% | 530.19%-520.5pp | 176.29%-166.6pp | 73.15%-63.5pp |
| Employer contribution / active EE | $1,923 | $2,471-22.2% | $3,680-47.7% | $2,343-17.9% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,020 | $3,841+4.7% | $5,194-22.6% | $4,645-13.5% |