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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 | $67,757 | $124,351-45.5% | $109,188-37.9% | $167,553-59.6% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 6.12% | 26.04%-19.9pp | 25.76%-19.6pp | 478.89%-472.8pp |
| Employer contribution / active EE | $17,493 | $4,210+315.6% | $3,723+369.9% | $4,840+261.5% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $31,868 | $7,975+299.6% | $6,755+371.7% | $12,316+158.7% |