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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 | $36,654 | $58,927-37.8% | $76,823-52.3% | $72,983-49.8% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 3.06% | 2305.64%-2302.6pp | 1166.42%-1163.4pp | 81.01%-77.9pp |
| Employer contribution / active EE | $5,500 | $1,787+207.8% | $2,302+138.9% | $2,440+125.4% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,374 | $4,013-15.9% | $6,422-47.5% | $5,124-34.2% |