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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 | $77,814-20.7% | $158,223-61.0% | $86,983-29.0% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 8.36% | 30.54%-22.2pp | 52.09%-43.7pp | 25.83%-17.5pp |
| Employer contribution / active EE | $11,538 | $2,592+345.1% | $4,109+180.8% | $2,584+346.5% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $5,467-100.0% | $4,194-100.0% |
| Admin fee / account holder | $17,123 | $5,879+191.2% | $16,047+6.7% | $7,856+118.0% |