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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 | $43,262 | $73,955-41.5% | $96,520-55.2% | $75,181-42.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 9.31% | 26.72%-17.4pp | 35.72%-26.4pp | 160.69%-151.4pp |
| Employer contribution / active EE | $9,522 | $2,930+225.0% | $3,739+154.7% | $2,671+256.6% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,186 | $5,217+18.6% | $6,733-8.1% | $5,650+9.5% |