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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 | $30,180 | $63,346-52.4% | $92,239-67.3% | $70,124-57.0% |
| Participation rate | 75.0% | 68.7%+6.3pp | 76.5%-1.5pp | 69.5%+5.5pp |
| Annual return | 8.23% | 530.19%-522.0pp | 176.29%-168.1pp | 73.14%-64.9pp |
| Employer contribution / active EE | $11,510 | $2,471+365.8% | $3,680+212.8% | $2,342+391.4% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,156 | $3,841-43.9% | $5,194-58.5% | $4,645-53.6% |