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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 | $54,442 | $65,034-16.3% | $90,970-40.2% | $79,856-31.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 2.40% | 30.45%-28.1pp | 134.60%-132.2pp | 31.71%-29.3pp |
| Employer contribution / active EE | $3,014 | $1,247+141.6% | $2,122+42.1% | $2,471+22.0% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,174 | $4,536-52.1% | $5,961-63.5% | $5,306-59.0% |