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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 | $57,700 | $152,619-62.2% | $125,195-53.9% | $152,909-62.3% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.5%-7.5pp |
| Annual return | 2.69% | 54.85%-52.2pp | 43.79%-41.1pp | 345.46%-342.8pp |
| Employer contribution / active EE | $1,699 | $4,947-65.7% | $3,866-56.0% | $4,764-64.3% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $10,973 | $13,437-18.3% | $9,704+13.1% | $11,601-5.4% |