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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 | $56,272 | $29,733+89.3% | $56,025+0.4% | $80,959-30.5% |
| Participation rate | 97.9% | 41.7%+56.2pp | 52.5%+45.4pp | 67.7%+30.2pp |
| Annual return | 0.88% | 35.28%-34.4pp | 1712.69%-1711.8pp | 35.67%-34.8pp |
| Employer contribution / active EE | $651 | $672-3.1% | $1,042-37.5% | $2,757-76.4% |
| Participant deferral / active EE | $0 | $1,229-100.0% | $1,955-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,359 | $2,434-3.1% | $2,828-16.6% | $6,925-65.9% |