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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 | $124,980-60.5% | $108,359-54.4% | $154,746-68.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 8.02% | 45.00%-37.0pp | 36.89%-28.9pp | 172.34%-164.3pp |
| Employer contribution / active EE | $11,326 | $2,851+297.3% | $2,399+372.0% | $4,379+158.6% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $322 | $11,502-97.2% | $9,741-96.7% | $14,365-97.8% |