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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 | $47,284 | $58,828-19.6% | $78,002-39.4% | $62,881-24.8% |
| Participation rate | 97.7% | 71.1%+26.6pp | 75.5%+22.1pp | 69.3%+28.4pp |
| Annual return | -1.09% | 17.16%-18.2pp | 425.99%-427.1pp | 20.14%-21.2pp |
| Employer contribution / active EE | $4,070 | $1,672+143.5% | $2,470+64.8% | $2,281+78.4% |
| Participant deferral / active EE | $526 | $2,686-80.4% | $3,497-85.0% | $3,203-83.6% |
| Admin fee / account holder | $5,039 | $4,393+14.7% | $5,481-8.1% | $4,296+17.3% |