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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 | $64,360 | $89,370-28.0% | $141,197-54.4% | $72,976-11.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 4.60% | 111.88%-107.3pp | 71.41%-66.8pp | 81.02%-76.4pp |
| Employer contribution / active EE | $8,130 | $3,115+161.0% | $4,736+71.6% | $2,440+233.2% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,140 | $5,957-64.1% | $10,265-79.2% | $5,124-58.2% |