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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 | $61,258 | $115,810-47.1% | $101,271-39.5% | $158,966-61.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 3.93% | 56.15%-52.2pp | 46.48%-42.6pp | 302.95%-299.0pp |
| Employer contribution / active EE | $10,431 | $4,175+149.8% | $3,660+185.0% | $4,762+119.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $352 | $7,248-95.1% | $5,948-94.1% | $11,250-96.9% |