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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 | $44,420 | $137,414-67.7% | $189,537-76.6% | $85,847-48.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 1.01% | 38.14%-37.1pp | 555.34%-554.3pp | 318.61%-317.6pp |
| Employer contribution / active EE | $1,702 | $4,344-60.8% | $6,161-72.4% | $2,565-33.7% |
| Participant deferral / active EE | $1,100 | $6,260-82.4% | $8,220-86.6% | $3,952-72.2% |
| Admin fee / account holder | $1,391 | $8,630-83.9% | $12,048-88.5% | $6,261-77.8% |