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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 | $58,051 | $78,705-26.2% | $117,860-50.7% | $70,124-17.2% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 1.84% | 23.30%-21.5pp | 335.10%-333.3pp | 73.14%-71.3pp |
| Employer contribution / active EE | $1,030 | $2,223-53.7% | $3,786-72.8% | $2,342-56.1% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,654 | $5,065-27.9% | $8,021-54.4% | $4,645-21.3% |