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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 | $44,011 | $50,554-12.9% | $67,681-35.0% | $87,485-49.7% |
| Participation rate | 97.9% | 67.7%+30.2pp | 73.7%+24.2pp | 68.9%+29.0pp |
| Annual return | 10.52% | 17.81%-7.3pp | 590.58%-580.1pp | 26.06%-15.5pp |
| Employer contribution / active EE | $8,438 | $1,988+324.3% | $2,678+215.1% | $2,596+225.0% |
| Participant deferral / active EE | $0 | $2,961-100.0% | $3,976-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,288 | $4,132-68.8% | $6,100-78.9% | $7,775-83.4% |