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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 | $40,884 | $91,037-55.1% | $71,671-43.0% | $147,586-72.3% |
| Participation rate | 95.7% | 76.1%+19.5pp | 68.7%+26.9pp | 82.8%+12.8pp |
| Annual return | 4.54% | 20.48%-15.9pp | 20.65%-16.1pp | 578.59%-574.1pp |
| Employer contribution / active EE | $2,174 | $3,327-34.7% | $2,460-11.6% | $4,876-55.4% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,151 | $8,613-86.6% | $5,558-79.3% | $10,886-89.4% |