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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 | $19,037 | $107,368-82.3% | $92,915-79.5% | $152,909-87.6% |
| Participation rate | 94.1% | 79.8%+14.3pp | 76.0%+18.1pp | 82.5%+11.7pp |
| Annual return | 0.52% | 145.64%-145.1pp | 109.45%-108.9pp | 345.46%-344.9pp |
| Employer contribution / active EE | $5,756 | $4,222+36.3% | $3,653+57.6% | $4,764+20.8% |
| Participant deferral / active EE | $718 | $4,848-85.2% | $4,238-83.1% | $5,851-87.7% |
| Admin fee / account holder | $2,272 | $7,082-67.9% | $5,796-60.8% | $11,601-80.4% |