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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 | $61,132 | $75,832-19.4% | $147,617-58.6% | $59,633+2.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -2.72% | 0.37%-3.1pp | 61.98%-64.7pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $5,365 | $3,485+54.0% | $5,564-3.6% | $2,203+143.6% |
| Participant deferral / active EE | $110 | $3,131-96.5% | $4,895-97.7% | $3,192-96.5% |
| Admin fee / account holder | $2,043 | $5,986-65.9% | $11,612-82.4% | $4,297-52.5% |