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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 | $102,385-53.2% | $147,080-67.4% | $80,935-40.8% |
| Participation rate | 98.7% | 75.9%+22.9pp | 82.2%+16.6pp | 67.7%+31.1pp |
| Annual return | 2.36% | 135.09%-132.7pp | 420.17%-417.8pp | 35.66%-33.3pp |
| Employer contribution / active EE | $4,992 | $3,717+34.3% | $4,933+1.2% | $2,757+81.1% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,727 | $7,951-78.3% | $12,989-86.7% | $6,924-75.1% |