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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 | $48,110 | $106,280-54.7% | $96,538-50.2% | $139,487-65.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 8.71% | 38.48%-29.8pp | 35.74%-27.0pp | 373.84%-365.1pp |
| Employer contribution / active EE | $9,935 | $4,107+141.9% | $3,740+165.6% | $4,755+109.0% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $2,917 | $7,888-63.0% | $6,737-56.7% | $11,407-74.4% |