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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 | $35,004 | $115,814-69.8% | $101,275-65.4% | $158,982-78.0% |
| Participation rate | 81.8% | 79.4%+2.4pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 1.60% | 56.16%-54.6pp | 46.48%-44.9pp | 302.99%-301.4pp |
| Employer contribution / active EE | $4,545 | $4,176+8.9% | $3,660+24.2% | $4,763-4.6% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,431 | $7,249-80.3% | $5,948-75.9% | $11,252-87.3% |