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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 | $70,726 | $89,259-20.8% | $107,187-34.0% | $82,637-14.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 12.20% | 21.02%-8.8pp | 204.55%-192.3pp | 53.51%-41.3pp |
| Employer contribution / active EE | $2,703 | $3,080-12.3% | $3,782-28.5% | $2,552+5.9% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,373 | $7,381-81.4% | $9,162-85.0% | $7,339-81.3% |