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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 | $24,099 | $63,346-62.0% | $92,240-73.9% | $70,126-65.6% |
| Participation rate | 82.2% | 68.7%+13.6pp | 76.5%+5.7pp | 69.5%+12.7pp |
| Annual return | 3.01% | 530.19%-527.2pp | 176.29%-173.3pp | 73.15%-70.1pp |
| Employer contribution / active EE | $3,963 | $2,471+60.4% | $3,680+7.7% | $2,343+69.2% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $7,499 | $3,841+95.3% | $5,194+44.4% | $4,645+61.4% |