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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 | $38,171 | $103,008-62.9% | $90,304-57.7% | $152,897-75.0% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.5%+9.2pp |
| Annual return | 5.51% | 95.22%-89.7pp | 78.13%-72.6pp | 345.43%-339.9pp |
| Employer contribution / active EE | $2,382 | $3,139-24.1% | $2,855-16.6% | $4,764-50.0% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,131 | $6,175+31.7% | $5,354+51.9% | $11,599-29.9% |