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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 | $88,815-49.5% | $81,882-45.3% | $145,897-69.3% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 5.38% | 1033.75%-1028.4pp | 779.47%-774.1pp | 552.29%-546.9pp |
| Employer contribution / active EE | $2,430 | $3,086-21.3% | $2,916-16.7% | $4,663-47.9% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,950 | $8,434-65.0% | $7,360-59.9% | $13,390-78.0% |