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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 | $85,030-28.3% | $70,525-13.5% | $139,427-56.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 9.84% | 30.35%-20.5pp | 32.76%-22.9pp | 373.27%-363.4pp |
| Employer contribution / active EE | $3,514 | $3,909-10.1% | $2,974+18.2% | $4,752-26.0% |
| Participant deferral / active EE | $0 | $5,891-100.0% | $4,567-100.0% | $6,711-100.0% |
| Admin fee / account holder | $4,871 | $8,908-45.3% | $6,413-24.0% | $11,404-57.3% |