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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 | $62,935 | $78,428-19.8% | $95,960-34.4% | $79,852-21.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 1.28% | 19.37%-18.1pp | 91.63%-90.4pp | 31.72%-30.4pp |
| Employer contribution / active EE | $4,848 | $1,945+149.2% | $2,541+90.8% | $2,471+96.2% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $13,705 | $5,622+143.8% | $6,797+101.6% | $5,306+158.3% |