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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 | $51,493 | $89,367-42.4% | $141,191-63.5% | $72,975-29.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | -0.97% | 111.87%-112.8pp | 71.41%-72.4pp | 81.01%-82.0pp |
| Employer contribution / active EE | $6,958 | $3,115+123.4% | $4,736+46.9% | $2,440+185.2% |
| Participant deferral / active EE | $1,031 | $5,419-81.0% | $6,710-84.6% | $3,608-71.4% |
| Admin fee / account holder | $1,589 | $5,957-73.3% | $10,264-84.5% | $5,124-69.0% |