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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 | $166,242-83.9% | $165,071-83.8% | $145,884-81.7% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 4.58% | 100.44%-95.9pp | 70.17%-65.6pp | 551.85%-547.3pp |
| Employer contribution / active EE | $4,688 | $5,283-11.3% | $4,347+7.8% | $4,662+0.5% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,621 | $16,658-66.3% | $12,695-55.7% | $13,392-58.0% |