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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 | $46,519 | $157,304-70.4% | $141,197-67.1% | $152,909-69.6% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 1.90% | 64.34%-62.4pp | 71.41%-69.5pp | 345.46%-343.6pp |
| Employer contribution / active EE | $3,125 | $5,263-40.6% | $4,736-34.0% | $4,764-34.4% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $11,643 | $12,126-4.0% | $10,265+13.4% | $11,601+0.4% |