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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 | $45,784 | $90,486-49.4% | $78,676-41.8% | $273,972-83.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -1.50% | 75.62%-77.1pp | 62.19%-63.7pp | 41.46%-43.0pp |
| Employer contribution / active EE | $3,211 | $3,175+1.1% | $2,850+12.7% | $4,869-34.0% |
| Participant deferral / active EE | $130 | $3,901-96.7% | $3,517-96.3% | $5,287-97.5% |
| Admin fee / account holder | $33,916 | $5,263+544.4% | $4,510+652.0% | $10,133+234.7% |