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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 | $68,808 | $124,346-44.7% | $111,308-38.2% | $167,536-58.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 0.28% | 37.45%-37.2pp | 54.67%-54.4pp | 478.82%-478.5pp |
| Employer contribution / active EE | $12,534 | $3,437+264.6% | $2,732+358.8% | $4,839+159.0% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $30,676 | $10,621+188.8% | $7,965+285.1% | $12,315+149.1% |