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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 | $42,251 | $105,929-60.1% | $81,926-48.4% | $158,950-73.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 1.54% | 38.19%-36.6pp | 29.49%-28.0pp | 302.91%-301.4pp |
| Employer contribution / active EE | $5,897 | $7,802-24.4% | $4,310+36.8% | $4,762+23.8% |
| Participant deferral / active EE | $0 | $13,007-100.0% | $7,108-100.0% | $5,983-100.0% |
| Admin fee / account holder | $746 | $8,492-91.2% | $5,159-85.5% | $11,248-93.4% |