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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 | $53,192 | $64,324-17.3% | $118,914-55.3% | $79,856-33.4% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 7.71% | 86.45%-78.7pp | 35.89%-28.2pp | 31.71%-24.0pp |
| Employer contribution / active EE | $6,849 | $1,836+273.0% | $3,264+109.8% | $2,471+177.2% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $4,266-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,557 | $4,040-61.5% | $6,582-76.3% | $5,306-70.7% |