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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 | $58,241-23.2% | $81,780-45.3% | $80,911-44.7% |
| Participation rate | 97.7% | 63.4%+34.2pp | 72.4%+25.3pp | 67.6%+30.0pp |
| Annual return | 8.04% | 41.73%-33.7pp | 776.27%-768.2pp | 35.63%-27.6pp |
| Employer contribution / active EE | $3,751 | $2,343+60.1% | $2,914+28.7% | $2,756+36.1% |
| Participant deferral / active EE | $302 | $3,283-90.8% | $4,321-93.0% | $4,297-93.0% |
| Admin fee / account holder | $910 | $4,973-81.7% | $7,384-87.7% | $6,935-86.9% |