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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 | $52,654 | $93,598-43.7% | $135,974-61.3% | $75,173-30.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 4.56% | 30.89%-26.3pp | 68.30%-63.7pp | 160.72%-156.2pp |
| Employer contribution / active EE | $5,098 | $3,538+44.1% | $4,859+4.9% | $2,671+90.9% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,101 | $6,978-41.2% | $10,767-61.9% | $5,651-27.4% |