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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 | $34,667 | $152,619-77.3% | $125,195-72.3% | $152,909-77.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 3.53% | 54.85%-51.3pp | 43.79%-40.3pp | 345.46%-341.9pp |
| Employer contribution / active EE | $1,769 | $4,947-64.2% | $3,866-54.2% | $4,764-62.9% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,867 | $13,437-86.1% | $9,704-80.8% | $11,601-83.9% |