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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 | $37,925 | $108,825-65.2% | $156,181-75.7% | $82,448-54.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 8.42% | 20.59%-12.2pp | 64.87%-56.5pp | 41.64%-33.2pp |
| Employer contribution / active EE | $1,754 | $2,870-38.9% | $4,294-59.1% | $2,551-31.2% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,480 | $9,341-73.5% | $14,586-83.0% | $7,234-65.7% |