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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 | $36,069 | $91,167-60.4% | $178,498-79.8% | $79,858-54.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 3.35% | 24.19%-20.8pp | 151.09%-147.7pp | 31.72%-28.4pp |
| Employer contribution / active EE | $4,007 | $3,255+23.1% | $5,011-20.0% | $2,471+62.2% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,473 | $6,747-63.4% | $13,985-82.3% | $5,306-53.4% |