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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 | $22,416 | $49,897-55.1% | $80,648-72.2% | $75,177-70.2% |
| Participation rate | 90.2% | 55.3%+34.9pp | 67.0%+23.2pp | 67.2%+23.0pp |
| Annual return | 3.37% | 34.68%-31.3pp | 937.21%-933.8pp | 160.75%-157.4pp |
| Employer contribution / active EE | $6,621 | $1,699+289.7% | $2,724+143.1% | $2,671+147.9% |
| Participant deferral / active EE | $0 | $2,992-100.0% | $4,443-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,310 | $3,579+20.4% | $5,382-19.9% | $5,651-23.7% |