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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 | $55,999 | $48,364+15.8% | $71,796-22.0% | $62,881-10.9% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | -7.16% | 13.16%-20.3pp | 78.04%-85.2pp | 20.14%-27.3pp |
| Employer contribution / active EE | $4,444 | $1,042+326.6% | $1,924+130.9% | $2,281+94.9% |
| Participant deferral / active EE | $330 | $2,091-84.2% | $2,794-88.2% | $3,203-89.7% |
| Admin fee / account holder | $22,629 | $3,771+500.0% | $4,815+370.0% | $4,296+426.8% |