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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 | $31,792 | $61,787-48.5% | $97,197-67.3% | $80,925-60.7% |
| Participation rate | 96.8% | 63.5%+33.3pp | 72.7%+24.1pp | 67.7%+29.1pp |
| Annual return | 5.26% | -558.16%+563.4pp | 75.47%-70.2pp | 35.65%-30.4pp |
| Employer contribution / active EE | $1,935 | $1,836+5.4% | $2,723-28.9% | $2,756-29.8% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,263-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,630 | $5,170+8.9% | $5,637-0.1% | $6,940-18.9% |