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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 | $47,978 | $51,638-7.1% | $68,368-29.8% | $82,448-41.8% |
| Participation rate | 98.5% | 63.6%+34.9pp | 73.8%+24.8pp | 68.1%+30.4pp |
| Annual return | 8.92% | 37.53%-28.6pp | 292.57%-283.7pp | 41.64%-32.7pp |
| Employer contribution / active EE | $4,122 | $2,047+101.4% | $2,649+55.6% | $2,551+61.6% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $10,703 | $4,643+130.5% | $5,150+107.8% | $7,234+47.9% |