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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 | $39,791 | $61,789-35.6% | $97,167-59.0% | $80,874-50.8% |
| Participation rate | 92.0% | 63.5%+28.5pp | 72.7%+19.3pp | 67.6%+24.4pp |
| Annual return | 6.68% | -557.90%+564.6pp | 75.27%-68.6pp | 35.62%-28.9pp |
| Employer contribution / active EE | $5,865 | $1,837+219.3% | $2,729+114.9% | $2,756+112.8% |
| Participant deferral / active EE | $0 | $3,028-100.0% | $4,264-100.0% | $4,297-100.0% |
| Admin fee / account holder | $335 | $5,168-93.5% | $5,650-94.1% | $6,935-95.2% |