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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 | $98,114 | $115,780-15.3% | $101,255-3.1% | $158,931-38.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 0.08% | 56.14%-56.1pp | 46.48%-46.4pp | 302.86%-302.8pp |
| Employer contribution / active EE | $5,000 | $4,175+19.8% | $3,660+36.6% | $4,761+5.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,357 | $7,246-81.3% | $5,946-77.2% | $11,247-87.9% |