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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 | $45,500 | $63,346-28.2% | $92,240-50.7% | $70,126-35.1% |
| Participation rate | 93.6% | 68.7%+24.9pp | 76.5%+17.1pp | 69.5%+24.1pp |
| Annual return | 1.15% | 530.19%-529.0pp | 176.29%-175.1pp | 73.15%-72.0pp |
| Employer contribution / active EE | $5,564 | $2,471+125.1% | $3,680+51.2% | $2,343+137.5% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,804 | $3,841-1.0% | $5,194-26.8% | $4,645-18.1% |