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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 | $26,229 | $105,856-75.2% | $90,161-70.9% | $147,586-82.2% |
| Participation rate | 90.9% | 79.7%+11.2pp | 76.9%+14.0pp | 82.8%+8.1pp |
| Annual return | 9.43% | 37.63%-28.2pp | 34.89%-25.5pp | 578.59%-569.2pp |
| Employer contribution / active EE | $1,122 | $4,126-72.8% | $3,318-66.2% | $4,876-77.0% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $11,899 | $8,046+47.9% | $5,943+100.2% | $10,886+9.3% |