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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 | $51,468 | $28,624+79.8% | $53,647-4.1% | $82,637-37.7% |
| Participation rate | 98.1% | 47.3%+50.8pp | 56.3%+41.8pp | 68.1%+30.0pp |
| Annual return | 4.30% | 664.98%-660.7pp | 358.33%-354.0pp | 53.51%-49.2pp |
| Employer contribution / active EE | $5,558 | $637+773.0% | $962+477.7% | $2,552+117.8% |
| Participant deferral / active EE | $0 | $1,196-100.0% | $1,813-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,084 | $2,022-46.4% | $2,460-55.9% | $7,339-85.2% |