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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 | $45,263 | $103,000-56.1% | $90,300-49.9% | $152,885-70.4% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.5%+0.9pp |
| Annual return | 10.19% | 95.19%-85.0pp | 78.11%-67.9pp | 345.39%-335.2pp |
| Employer contribution / active EE | $5,545 | $3,138+76.7% | $2,854+94.3% | $4,763+16.4% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,038 | $6,173-83.2% | $5,353-80.6% | $11,598-91.1% |