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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 | $28,335 | $58,726-51.8% | $92,240-69.3% | $62,293-54.5% |
| Participation rate | 94.0% | 68.3%+25.7pp | 76.5%+17.5pp | 69.5%+24.5pp |
| Annual return | 7.43% | 43.62%-36.2pp | 176.29%-168.9pp | 28.90%-21.5pp |
| Employer contribution / active EE | $2,046 | $2,392-14.5% | $3,680-44.4% | $2,042+0.2% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $1,124 | $556+102.0% | $5,194-78.4% | $479+134.5% |