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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 | $56,332 | $65,555-14.1% | $86,216-34.7% | $75,173-25.1% |
| Participation rate | 70.8% | 60.5%+10.3pp | 69.0%+1.9pp | 67.2%+3.6pp |
| Annual return | 10.03% | 46.07%-36.0pp | 1169.42%-1159.4pp | 160.72%-150.7pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $858 | $3,023-71.6% | $3,986-78.5% | $4,126-79.2% |
| Admin fee / account holder | $12,625 | $5,469+130.8% | $6,853+84.2% | $5,651+123.4% |