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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 | $44,040 | $105,195-58.1% | $159,450-72.4% | $85,854-48.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 9.18% | 45.08%-35.9pp | 263.60%-254.4pp | 318.56%-309.4pp |
| Employer contribution / active EE | $2,257 | $3,319-32.0% | $4,830-53.3% | $2,565-12.0% |
| Participant deferral / active EE | $1,970 | $5,946-66.9% | $7,352-73.2% | $3,952-50.1% |
| Admin fee / account holder | $1,617 | $6,934-76.7% | $10,800-85.0% | $6,260-74.2% |