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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 | $37,663 | $91,559-58.9% | $133,959-71.9% | $79,858-52.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 6.65% | 61.85%-55.2pp | 45.09%-38.4pp | 31.72%-25.1pp |
| Employer contribution / active EE | $769 | $2,384-67.7% | $3,919-80.4% | $2,471-68.9% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $723 | $6,321-88.6% | $8,928-91.9% | $5,306-86.4% |