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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 | $63,207 | $54,717+15.5% | $86,216-26.7% | $71,511-11.6% |
| Participation rate | 100.0% | 60.1%+39.9pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | 11.41% | 20.07%-8.7pp | 1169.42%-1158.0pp | 28.86%-17.4pp |
| Employer contribution / active EE | $3,271 | $1,267+158.2% | $2,382+37.4% | $2,589+26.3% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $3,986-100.0% | $4,291-100.0% |
| Admin fee / account holder | $4,779 | $1,922+148.6% | $6,853-30.3% | $1,588+200.8% |