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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 | $35,983 | $86,288-58.3% | $111,306-67.7% | $85,851-58.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 10.40% | 19.99%-9.6pp | 54.67%-44.3pp | 318.63%-308.2pp |
| Employer contribution / active EE | $7,232 | $2,044+253.9% | $2,732+164.7% | $2,565+181.9% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $349 | $8,189-95.7% | $7,966-95.6% | $6,261-94.4% |