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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 | $41,020 | $63,346-35.2% | $92,240-55.5% | $70,126-41.5% |
| Participation rate | 96.2% | 68.7%+27.5pp | 76.5%+19.7pp | 69.5%+26.6pp |
| Annual return | 1.91% | 530.19%-528.3pp | 176.29%-174.4pp | 73.15%-71.2pp |
| Employer contribution / active EE | $5,177 | $2,471+109.5% | $3,680+40.7% | $2,343+121.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,784 | $3,841+76.6% | $5,194+30.6% | $4,645+46.0% |