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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 | $52,139 | $79,189-34.2% | $102,457-49.1% | $74,400-29.9% |
| Participation rate | 88.2% | 74.8%+13.5pp | 76.5%+11.7pp | 67.2%+21.0pp |
| Annual return | 5.35% | 54.98%-49.6pp | 29.41%-24.1pp | 1367.51%-1362.2pp |
| Employer contribution / active EE | $3,186 | $2,362+34.9% | $3,022+5.4% | $2,624+21.4% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $3,438 | $2,002+71.7% | $9,451-63.6% | $1,944+76.9% |