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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 | $59,098 | $94,749-37.6% | $112,899-47.7% | $139,466-57.6% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 0.26% | 40.92%-40.7pp | 34.11%-33.8pp | 373.66%-373.4pp |
| Employer contribution / active EE | $11,370 | $4,630+145.5% | $4,566+149.0% | $4,754+139.2% |
| Participant deferral / active EE | $1,150 | $6,517-82.4% | $6,516-82.4% | $6,712-82.9% |
| Admin fee / account holder | $13,325 | $8,530+56.2% | $7,047+89.1% | $11,409+16.8% |