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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 | $40,558 | $110,410-63.3% | $102,437-60.4% | $145,897-72.2% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.6pp |
| Annual return | 8.74% | 24.85%-16.1pp | 24.95%-16.2pp | 552.29%-543.6pp |
| Employer contribution / active EE | $6,485 | $4,217+53.8% | $3,871+67.5% | $4,663+39.1% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,914 | $9,745-59.8% | $8,388-53.3% | $13,390-70.8% |