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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 | $36,599 | $89,364-59.0% | $141,173-74.1% | $72,986-49.9% |
| Participation rate | 98.7% | 75.1%+23.6pp | 82.5%+16.2pp | 69.5%+29.2pp |
| Annual return | 2.23% | 111.86%-109.6pp | 71.40%-69.2pp | 81.01%-78.8pp |
| Employer contribution / active EE | $4,020 | $3,115+29.1% | $4,735-15.1% | $2,440+64.8% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,749 | $5,959-70.7% | $10,262-83.0% | $5,124-65.9% |