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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 | $47,290 | $105,200-55.0% | $159,474-70.3% | $85,847-44.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | -0.73% | 45.08%-45.8pp | 263.68%-264.4pp | 318.61%-319.3pp |
| Employer contribution / active EE | $3,882 | $3,319+17.0% | $4,831-19.6% | $2,565+51.3% |
| Participant deferral / active EE | $1,032 | $5,946-82.6% | $7,353-86.0% | $3,952-73.9% |
| Admin fee / account holder | $1,348 | $6,934-80.6% | $10,802-87.5% | $6,261-78.5% |