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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 | $75,541-18.3% | $152,093-59.4% | $82,637-25.3% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 8.36% | 32.56%-24.2pp | 66.36%-58.0pp | 53.51%-45.1pp |
| Employer contribution / active EE | $11,538 | $2,622+340.0% | $4,175+176.4% | $2,552+352.1% |
| Participant deferral / active EE | $0 | $3,206-100.0% | $5,451-100.0% | $4,126-100.0% |
| Admin fee / account holder | $17,123 | $6,405+167.3% | $14,497+18.1% | $7,339+133.3% |