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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 | $49,286 | $117,444-58.0% | $99,479-50.5% | $152,909-67.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | -1.06% | 31.87%-32.9pp | 30.72%-31.8pp | 345.46%-346.5pp |
| Employer contribution / active EE | $1,099 | $3,014-63.5% | $2,540-56.7% | $4,764-76.9% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,530 | $7,635-80.0% | $6,253-75.5% | $11,601-86.8% |