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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 | $111,814-63.7% | $103,374-60.8% | $145,959-72.2% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.6pp |
| Annual return | 8.74% | 24.77%-16.0pp | 24.89%-16.1pp | 561.95%-553.2pp |
| Employer contribution / active EE | $6,485 | $4,214+53.9% | $3,869+67.6% | $4,661+39.1% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,914 | $9,754-59.9% | $8,394-53.4% | $13,398-70.8% |