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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 | $58,811 | $29,319+100.6% | $52,425+12.2% | $82,448-28.7% |
| Participation rate | 100.0% | 46.9%+53.1pp | 55.6%+44.4pp | 68.1%+31.9pp |
| Annual return | 5.00% | 535.20%-530.2pp | 302.12%-297.1pp | 41.64%-36.6pp |
| Employer contribution / active EE | $1,136 | $586+93.8% | $914+24.3% | $2,551-55.5% |
| Participant deferral / active EE | $0 | $1,171-100.0% | $1,790-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,269 | $1,962+66.6% | $2,495+31.0% | $7,234-54.8% |