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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 | $73,095 | $105,284-30.6% | $150,734-51.5% | $94,015-22.3% |
| Participation rate | 95.2% | 71.7%+23.5pp | 78.4%+16.8pp | 70.8%+24.4pp |
| Annual return | 5.52% | 15.67%-10.1pp | 600.81%-595.3pp | 17.84%-12.3pp |
| Employer contribution / active EE | $8,350 | $3,599+132.0% | $4,918+69.8% | $2,790+199.3% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $8,607 | $9,839-12.5% | $14,905-42.3% | $8,951-3.8% |