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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 | $26,734 | $166,131-83.9% | $164,975-83.8% | $145,877-81.7% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 4.58% | 100.37%-95.8pp | 70.12%-65.5pp | 551.28%-546.7pp |
| Employer contribution / active EE | $4,688 | $5,276-11.1% | $4,343+7.9% | $4,663+0.5% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $5,621 | $16,648-66.2% | $12,688-55.7% | $13,402-58.1% |