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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 | $27,883 | $63,346-56.0% | $92,240-69.8% | $70,126-60.2% |
| Participation rate | 93.5% | 68.7%+24.9pp | 76.5%+17.1pp | 69.5%+24.0pp |
| Annual return | 4.08% | 530.19%-526.1pp | 176.29%-172.2pp | 73.15%-69.1pp |
| Employer contribution / active EE | $7,667 | $2,471+210.3% | $3,680+108.4% | $2,343+227.3% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,143 | $3,841-18.2% | $5,194-39.5% | $4,645-32.3% |