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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 | $33,154 | $61,787-46.3% | $97,197-65.9% | $80,925-59.0% |
| Participation rate | 97.0% | 63.5%+33.5pp | 72.7%+24.3pp | 67.7%+29.3pp |
| Annual return | 3.75% | -558.16%+561.9pp | 75.47%-71.7pp | 35.65%-31.9pp |
| Employer contribution / active EE | $3,030 | $1,836+65.0% | $2,723+11.3% | $2,756+9.9% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,263-100.0% | $4,299-100.0% |
| Admin fee / account holder | $26,641 | $5,170+415.3% | $5,637+372.6% | $6,940+283.9% |