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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 | $44,034 | $63,861-31.0% | $104,614-57.9% | $79,858-44.9% |
| Participation rate | 96.2% | 64.9%+31.2pp | 74.1%+22.1pp | 69.6%+26.5pp |
| Annual return | 0.17% | 21.30%-21.1pp | 340.56%-340.4pp | 31.72%-31.5pp |
| Employer contribution / active EE | $855 | $1,588-46.2% | $2,681-68.1% | $2,471-65.4% |
| Participant deferral / active EE | $0 | $2,693-100.0% | $3,739-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6,403 | $4,185+53.0% | $6,464-0.9% | $5,306+20.7% |