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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 | $45,130 | $77,908-42.1% | $149,696-69.9% | $75,173-40.0% |
| Participation rate | 98.7% | 65.6%+33.1pp | 78.8%+19.9pp | 67.2%+31.5pp |
| Annual return | 4.63% | 31.73%-27.1pp | 134.46%-129.8pp | 160.72%-156.1pp |
| Employer contribution / active EE | $1,169 | $3,138-62.7% | $4,821-75.8% | $2,671-56.2% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,613 | $5,950-72.9% | $13,212-87.8% | $5,651-71.5% |