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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 | $49,400 | $112,729-56.2% | $98,716-50.0% | $137,256-64.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 8.02% | 38.48%-30.5pp | 31.81%-23.8pp | 220.34%-212.3pp |
| Employer contribution / active EE | $11,326 | $2,725+315.6% | $2,279+397.1% | $4,156+172.5% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $322 | $10,129-96.8% | $8,703-96.3% | $12,270-97.4% |