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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 | $41,335 | $71,215-42.0% | $93,696-55.9% | $80,935-48.9% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 5.80% | 11.27%-5.5pp | 133.74%-127.9pp | 35.66%-29.9pp |
| Employer contribution / active EE | $2,874 | $1,565+83.6% | $2,422+18.7% | $2,757+4.3% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,299-100.0% |
| Admin fee / account holder | $94,615 | $6,958+1259.8% | $8,287+1041.8% | $6,924+1266.4% |