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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 | $46,040 | $65,361-29.6% | $92,903-50.4% | $72,983-36.9% |
| Participation rate | 77.6% | 68.3%+9.2pp | 76.0%+1.5pp | 69.5%+8.1pp |
| Annual return | 0.04% | 42.11%-42.1pp | 109.43%-109.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $2,209 | $2,594-14.9% | $3,653-39.5% | $2,440-9.5% |
| Participant deferral / active EE | $896 | $3,128-71.4% | $4,238-78.9% | $3,608-75.2% |
| Admin fee / account holder | $17,133 | $4,251+303.0% | $5,795+195.7% | $5,124+234.4% |