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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 | $61,731 | $76,407-19.2% | $150,298-58.9% | $82,448-25.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 8.36% | 39.99%-31.6pp | 62.79%-54.4pp | 41.64%-33.3pp |
| Employer contribution / active EE | $11,538 | $2,614+341.4% | $4,154+177.8% | $2,551+352.3% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $17,123 | $6,352+169.6% | $14,116+21.3% | $7,234+136.7% |