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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 | $39,683 | $157,276-74.8% | $141,177-71.9% | $152,885-74.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 8.61% | 64.33%-55.7pp | 71.40%-62.8pp | 345.39%-336.8pp |
| Employer contribution / active EE | $2,018 | $5,262-61.7% | $4,736-57.4% | $4,763-57.6% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,351 | $12,123-47.6% | $10,263-38.1% | $11,598-45.2% |