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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 | $49,188 | $76,371-35.6% | $93,621-47.5% | $72,975-32.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 10.41% | 25.82%-15.4pp | 32.76%-22.4pp | 81.01%-70.6pp |
| Employer contribution / active EE | $4,619 | $2,276+102.9% | $2,719+69.9% | $2,440+89.3% |
| Participant deferral / active EE | $41 | $3,538-98.9% | $4,070-99.0% | $3,608-98.9% |
| Admin fee / account holder | $73,029 | $6,839+967.8% | $7,890+825.6% | $5,124+1325.2% |