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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 | $49,010 | $185,312-73.6% | $161,489-69.7% | $154,746-68.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 5.62% | 103.84%-98.2pp | 89.72%-84.1pp | 172.34%-166.7pp |
| Employer contribution / active EE | $4,213 | $4,769-11.7% | $4,268-1.3% | $4,379-3.8% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $7,508 | $18,654-59.8% | $16,006-53.1% | $14,365-47.7% |