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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 | $44,011 | $47,479-7.3% | $62,929-30.1% | $82,448-46.6% |
| Participation rate | 97.9% | 66.9%+31.0pp | 73.1%+24.8pp | 68.1%+29.8pp |
| Annual return | 10.52% | 20.34%-9.8pp | 1063.93%-1053.4pp | 41.64%-31.1pp |
| Employer contribution / active EE | $8,438 | $1,885+347.6% | $2,505+236.9% | $2,551+230.8% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $3,888-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,288 | $3,804-66.1% | $5,065-74.6% | $7,234-82.2% |