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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 | $40,550 | $63,346-36.0% | $92,240-56.0% | $70,126-42.2% |
| Participation rate | 75.0% | 68.7%+6.3pp | 76.5%-1.5pp | 69.5%+5.5pp |
| Annual return | 11.34% | 530.19%-518.8pp | 176.29%-164.9pp | 73.15%-61.8pp |
| Employer contribution / active EE | $2,671 | $2,471+8.1% | $3,680-27.4% | $2,343+14.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $10,832 | $3,841+182.0% | $5,194+108.5% | $4,645+133.2% |