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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 | $44,829 | $88,702-49.5% | $81,780-45.2% | $145,978-69.3% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 5.38% | 1029.12%-1023.7pp | 776.27%-770.9pp | 550.52%-545.1pp |
| Employer contribution / active EE | $2,430 | $3,084-21.2% | $2,914-16.6% | $4,662-47.9% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,950 | $8,414-64.9% | $7,384-60.1% | $13,400-78.0% |