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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 | $42,655 | $91,537-53.4% | $130,045-67.2% | $75,173-43.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 10.91% | -631.55%+642.5pp | -137.30%+148.2pp | 160.72%-149.8pp |
| Employer contribution / active EE | $11,429 | $2,845+301.7% | $4,321+164.5% | $2,671+327.9% |
| Participant deferral / active EE | $1,304 | $4,343-70.0% | $5,820-77.6% | $4,126-68.4% |
| Admin fee / account holder | $666 | $6,780-90.2% | $10,600-93.7% | $5,651-88.2% |