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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 | $38,753 | $52,279-25.9% | $89,435-56.7% | $79,856-51.5% |
| Participation rate | 90.9% | 57.5%+33.4pp | 68.0%+22.9pp | 69.6%+21.3pp |
| Annual return | 4.17% | 22.16%-18.0pp | 245.55%-241.4pp | 31.71%-27.5pp |
| Employer contribution / active EE | $6,371 | $1,572+305.4% | $2,587+146.3% | $2,471+157.8% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,885 | $3,356+15.7% | $4,884-20.5% | $5,306-26.8% |