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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 | $55,530 | $112,121-50.5% | $95,960-42.1% | $158,966-65.1% |
| Participation rate | 71.4% | 79.0%-7.6pp | 77.1%-5.7pp | 82.0%-10.5pp |
| Annual return | 2.29% | 171.16%-168.9pp | 91.63%-89.3pp | 302.95%-300.7pp |
| Employer contribution / active EE | $1,710 | $3,199-46.5% | $2,541-32.7% | $4,762-64.1% |
| Participant deferral / active EE | $171 | $4,784-96.4% | $4,167-95.9% | $5,983-97.1% |
| Admin fee / account holder | $122,637 | $10,135+1110.0% | $6,797+1704.3% | $11,250+990.1% |