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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 | $26,057 | $58,828-55.7% | $78,002-66.6% | $62,881-58.6% |
| Participation rate | 83.3% | 71.1%+12.3pp | 75.5%+7.8pp | 69.3%+14.0pp |
| Annual return | 4.63% | 17.16%-12.5pp | 425.99%-421.4pp | 20.14%-15.5pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $953 | $2,686-64.5% | $3,497-72.7% | $3,203-70.2% |
| Admin fee / account holder | $6,071 | $4,393+38.2% | $5,481+10.8% | $4,296+41.3% |