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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 | $49,230 | $99,011-50.3% | $86,582-43.1% | $147,586-66.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 2.83% | 1312.75%-1309.9pp | 965.08%-962.3pp | 578.59%-575.8pp |
| Employer contribution / active EE | $2,164 | $3,132-30.9% | $2,839-23.8% | $4,876-55.6% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,222 | $5,709-61.1% | $4,904-54.7% | $10,886-79.6% |