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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 | $44,858 | $165,381-72.9% | $149,730-70.0% | $158,966-71.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | -1.00% | 348.29%-349.3pp | 276.70%-277.7pp | 302.95%-303.9pp |
| Employer contribution / active EE | $1,804 | $5,104-64.7% | $4,645-61.2% | $4,762-62.1% |
| Participant deferral / active EE | $2,221 | $7,182-69.1% | $6,843-67.5% | $5,983-62.9% |
| Admin fee / account holder | $47,779 | $10,809+342.0% | $9,310+413.2% | $11,250+324.7% |