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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 | $46,187 | $117,846-60.8% | $102,434-54.9% | $145,884-68.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 3.48% | 31.90%-28.4pp | 29.46%-26.0pp | 551.85%-548.4pp |
| Employer contribution / active EE | $5,584 | $3,615+54.5% | $3,023+84.7% | $4,662+19.8% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $175,827 | $13,356+1216.5% | $9,462+1758.2% | $13,392+1212.9% |