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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 | $36,495 | $65,364-44.2% | $92,909-60.7% | $72,975-50.0% |
| Participation rate | 97.6% | 68.3%+29.3pp | 76.0%+21.6pp | 69.5%+28.1pp |
| Annual return | 0.94% | 42.11%-41.2pp | 109.44%-108.5pp | 81.01%-80.1pp |
| Employer contribution / active EE | $4,762 | $2,594+83.6% | $3,653+30.3% | $2,440+95.2% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $682 | $4,251-84.0% | $5,795-88.2% | $5,124-86.7% |