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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 | $67,201 | $226,090-70.3% | $182,531-63.2% | $152,885-56.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 1.53% | 192.57%-191.0pp | 148.57%-147.0pp | 345.39%-343.9pp |
| Employer contribution / active EE | $2,778 | $4,978-44.2% | $4,075-31.8% | $4,763-41.7% |
| Participant deferral / active EE | $0 | $6,369-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,233 | $10,705-88.5% | $8,593-85.6% | $11,598-89.4% |