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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 | $47,905 | $102,382-53.2% | $147,005-67.4% | $80,874-40.8% |
| Participation rate | 98.7% | 75.8%+22.9pp | 82.2%+16.6pp | 67.6%+31.1pp |
| Annual return | 2.36% | 134.89%-132.5pp | 418.76%-416.4pp | 35.62%-33.3pp |
| Employer contribution / active EE | $4,992 | $3,715+34.4% | $4,934+1.2% | $2,756+81.1% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,727 | $7,942-78.3% | $13,006-86.7% | $6,935-75.1% |