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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 | $15,049 | $103,038-85.4% | $90,324-83.3% | $152,909-90.2% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.5%+9.2pp |
| Annual return | 5.50% | 95.25%-89.8pp | 78.15%-72.7pp | 345.46%-340.0pp |
| Employer contribution / active EE | $2,735 | $3,141-12.9% | $2,856-4.2% | $4,764-42.6% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,327 | $6,177-30.0% | $5,356-19.2% | $11,601-62.7% |