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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 | $54,838 | $63,346-13.4% | $92,239-40.5% | $70,124-21.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 2.63% | 530.19%-527.6pp | 176.29%-173.7pp | 73.14%-70.5pp |
| Employer contribution / active EE | $3,090 | $2,471+25.0% | $3,680-16.0% | $2,342+31.9% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,155 | $3,841-43.9% | $5,194-58.5% | $4,645-53.6% |