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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 | $47,905 | $102,422-53.2% | $147,117-67.4% | $80,959-40.8% |
| Participation rate | 98.7% | 75.9%+22.9pp | 82.2%+16.5pp | 67.7%+31.1pp |
| Annual return | 2.36% | 135.16%-132.8pp | 420.54%-418.2pp | 35.67%-33.3pp |
| Employer contribution / active EE | $4,992 | $3,717+34.3% | $4,932+1.2% | $2,757+81.0% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,727 | $7,953-78.3% | $12,993-86.7% | $6,925-75.1% |