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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 | $46,708 | $77,908-40.0% | $149,696-68.8% | $75,173-37.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 8.77% | 31.73%-23.0pp | 134.46%-125.7pp | 160.72%-151.9pp |
| Employer contribution / active EE | $3,910 | $3,138+24.6% | $4,821-18.9% | $2,671+46.4% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,966 | $5,950-67.0% | $13,212-85.1% | $5,651-65.2% |