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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 | $44,338 | $48,364-8.3% | $71,796-38.2% | $62,881-29.5% |
| Participation rate | 73.9% | 60.6%+13.3pp | 69.1%+4.8pp | 69.3%+4.6pp |
| Annual return | 3.26% | 13.16%-9.9pp | 78.04%-74.8pp | 20.14%-16.9pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $719 | $2,091-65.6% | $2,794-74.3% | $3,203-77.6% |
| Admin fee / account holder | $12,338 | $3,771+227.1% | $4,815+156.2% | $4,296+187.2% |