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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 | $33,632 | $48,337-30.4% | $67,560-50.2% | $80,959-58.5% |
| Participation rate | 72.2% | 66.4%+5.7pp | 72.9%-0.8pp | 67.7%+4.5pp |
| Annual return | 10.27% | 18.26%-8.0pp | 3533.50%-3523.2pp | 35.67%-25.4pp |
| Employer contribution / active EE | $9,494 | $2,023+369.4% | $2,737+246.9% | $2,757+244.3% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $4,004-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,696 | $3,695-54.1% | $3,994-57.5% | $6,925-75.5% |