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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 | $58,460 | $100,938-42.1% | $90,461-35.4% | $158,982-63.2% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.7%-2.7pp | 82.0%-12.0pp |
| Annual return | 2.48% | 1727.20%-1724.7pp | 1294.76%-1292.3pp | 302.99%-300.5pp |
| Employer contribution / active EE | $2,971 | $3,691-19.5% | $3,264-9.0% | $4,763-37.6% |
| Participant deferral / active EE | $635 | $4,350-85.4% | $3,964-84.0% | $5,983-89.4% |
| Admin fee / account holder | $21,905 | $6,510+236.5% | $5,617+290.0% | $11,252+94.7% |