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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 | $59,802 | $111,535-46.4% | $105,223-43.2% | $137,256-56.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 10.31% | 237.85%-227.5pp | 180.65%-170.3pp | 220.34%-210.0pp |
| Employer contribution / active EE | $2,036 | $3,939-48.3% | $3,689-44.8% | $4,156-51.0% |
| Participant deferral / active EE | $1,175 | $5,500-78.6% | $5,072-76.8% | $6,407-81.7% |
| Admin fee / account holder | $33,870 | $9,721+248.4% | $8,859+282.3% | $12,270+176.0% |