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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 | $30,318 | $63,346-52.1% | $92,240-67.1% | $70,126-56.8% |
| Participation rate | 97.9% | 68.7%+29.2pp | 76.5%+21.4pp | 69.5%+28.3pp |
| Annual return | 0.35% | 530.19%-529.8pp | 176.29%-175.9pp | 73.15%-72.8pp |
| Employer contribution / active EE | $5,851 | $2,471+136.8% | $3,680+59.0% | $2,343+149.8% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,245 | $3,841-15.5% | $5,194-37.5% | $4,645-30.2% |