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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 | $40,219 | $99,011-59.4% | $86,582-53.5% | $147,586-72.7% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 7.32% | 1312.75%-1305.4pp | 965.08%-957.8pp | 578.59%-571.3pp |
| Employer contribution / active EE | $2,278 | $3,132-27.3% | $2,839-19.8% | $4,876-53.3% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $63,928 | $5,709+1019.8% | $4,904+1203.5% | $10,886+487.3% |