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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 | $51,700 | $115,796-55.4% | $101,264-48.9% | $158,950-67.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 0.14% | 56.15%-56.0pp | 46.48%-46.3pp | 302.91%-302.8pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $782 | $4,958-84.2% | $4,370-82.1% | $5,983-86.9% |
| Admin fee / account holder | $14,542 | $7,247+100.7% | $5,947+144.5% | $11,248+29.3% |