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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 | $61,125-21.5% | $94,057-49.0% | $87,485-45.2% |
| Participation rate | 98.5% | 64.1%+34.4pp | 73.3%+25.2pp | 68.9%+29.6pp |
| Annual return | 8.92% | 35.20%-26.3pp | 480.62%-471.7pp | 26.06%-17.1pp |
| Employer contribution / active EE | $4,122 | $2,136+92.9% | $2,933+40.5% | $2,596+58.8% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,709-100.0% | $4,274-100.0% |
| Admin fee / account holder | $10,703 | $5,629+90.2% | $7,244+47.7% | $7,775+37.7% |