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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 | $59,720 | $89,370-33.2% | $141,197-57.7% | $72,976-18.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 5.89% | 111.88%-106.0pp | 71.41%-65.5pp | 81.02%-75.1pp |
| Employer contribution / active EE | $4,404 | $3,115+41.4% | $4,736-7.0% | $2,440+80.5% |
| Participant deferral / active EE | $1 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,423 | $5,957-42.5% | $10,265-66.6% | $5,124-33.2% |