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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 | $54,300 | $91,559-40.7% | $133,978-59.5% | $79,856-32.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 7.75% | 61.85%-54.1pp | 45.10%-37.3pp | 31.71%-24.0pp |
| Employer contribution / active EE | $7,297 | $2,384+206.1% | $3,919+86.2% | $2,471+195.3% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,067 | $6,321-51.5% | $8,930-65.7% | $5,306-42.2% |