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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 | $89,362 | $150,435-40.6% | $120,580-25.9% | $145,897-38.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 5.80% | 154.60%-148.8pp | 107.48%-101.7pp | 552.29%-546.5pp |
| Employer contribution / active EE | $2,981 | $4,352-31.5% | $3,469-14.1% | $4,663-36.1% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,995-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,453 | $12,182-71.7% | $9,418-63.3% | $13,390-74.2% |