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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 | $46,728 | $165,939-71.8% | $122,354-61.8% | $147,585-68.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 3.91% | 34.56%-30.6pp | 30.28%-26.4pp | 578.58%-574.7pp |
| Employer contribution / active EE | $1,899 | $5,754-67.0% | $4,051-53.1% | $4,876-61.1% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,496 | $7,425-52.9% | $5,479-36.2% | $10,886-67.9% |