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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 | $36,913 | $69,977-47.2% | $108,582-66.0% | $62,881-41.3% |
| Participation rate | 92.3% | 72.9%+19.4pp | 79.6%+12.7pp | 69.3%+23.0pp |
| Annual return | 1.26% | 10.73%-9.5pp | -51.70%+53.0pp | 20.14%-18.9pp |
| Employer contribution / active EE | $11,542 | $2,135+440.6% | $3,758+207.1% | $2,281+406.0% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,440 | $5,076+7.2% | $7,645-28.8% | $4,296+26.6% |