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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 | $30,175 | $110,379-72.7% | $102,412-70.5% | $145,884-79.3% |
| Participation rate | 81.3% | 77.9%+3.3pp | 74.5%+6.7pp | 80.3%+0.9pp |
| Annual return | 5.09% | 24.84%-19.7pp | 24.94%-19.8pp | 551.85%-546.8pp |
| Employer contribution / active EE | $2,615 | $4,216-38.0% | $3,870-32.4% | $4,662-43.9% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $10,879 | $9,745+11.6% | $8,388+29.7% | $13,392-18.8% |