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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 | $60,982 | $85,060-28.3% | $70,565-13.6% | $139,487-56.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 9.84% | 30.39%-20.6pp | 32.79%-23.0pp | 373.84%-364.0pp |
| Employer contribution / active EE | $3,514 | $3,912-10.2% | $2,976+18.1% | $4,755-26.1% |
| Participant deferral / active EE | $0 | $5,891-100.0% | $4,568-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,871 | $8,932-45.5% | $6,430-24.2% | $11,407-57.3% |