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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 | $44,725 | $58,311-23.3% | $81,882-45.4% | $80,959-44.8% |
| Participation rate | 97.7% | 63.5%+34.2pp | 72.4%+25.3pp | 67.7%+30.0pp |
| Annual return | 8.04% | 41.85%-33.8pp | 779.47%-771.4pp | 35.67%-27.6pp |
| Employer contribution / active EE | $3,751 | $2,347+59.8% | $2,916+28.6% | $2,757+36.0% |
| Participant deferral / active EE | $302 | $3,287-90.8% | $4,323-93.0% | $4,300-93.0% |
| Admin fee / account holder | $910 | $4,752-80.8% | $7,360-87.6% | $6,925-86.9% |