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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 | $29,394 | $154,193-80.9% | $130,045-77.4% | $139,466-78.9% |
| Participation rate | 72.2% | 82.0%-9.7pp | 78.5%-6.3pp | 80.3%-8.1pp |
| Annual return | 5.31% | 32.51%-27.2pp | -137.30%+142.6pp | 373.66%-368.4pp |
| Employer contribution / active EE | $3,242 | $5,292-38.7% | $4,321-25.0% | $4,754-31.8% |
| Participant deferral / active EE | $727 | $6,709-89.2% | $5,820-87.5% | $6,712-89.2% |
| Admin fee / account holder | $44,813 | $13,989+220.3% | $10,600+322.7% | $11,409+292.8% |