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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 | $35,083 | $45,041-22.1% | $63,003-44.3% | $70,131-50.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 4.20% | 18.76%-14.6pp | 87.59%-83.4pp | 73.14%-68.9pp |
| Employer contribution / active EE | $2,553 | $2,052+24.4% | $2,760-7.5% | $2,342+9.0% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,181 | $2,836+47.5% | $3,600+16.1% | $4,645-10.0% |