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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 | $40,313 | $106,280-62.1% | $96,538-58.2% | $139,487-71.1% |
| Participation rate | 95.7% | 77.8%+17.8pp | 74.3%+21.3pp | 80.3%+15.3pp |
| Annual return | 3.63% | 38.48%-34.8pp | 35.74%-32.1pp | 373.84%-370.2pp |
| Employer contribution / active EE | $4,910 | $4,107+19.5% | $3,740+31.3% | $4,755+3.3% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,171 | $7,888-85.1% | $6,737-82.6% | $11,407-89.7% |