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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 | $72,978 | $117,846-38.1% | $102,434-28.8% | $145,884-50.0% |
| Participation rate | 95.5% | 78.6%+16.8pp | 76.5%+18.9pp | 80.3%+15.2pp |
| Annual return | 2.44% | 31.90%-29.5pp | 29.46%-27.0pp | 551.85%-549.4pp |
| Employer contribution / active EE | $2,241 | $3,615-38.0% | $3,023-25.9% | $4,662-51.9% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $32,521 | $13,356+143.5% | $9,462+243.7% | $13,392+142.8% |