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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 | $32,227 | $61,125-47.3% | $94,057-65.7% | $87,485-63.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 8.89% | 35.20%-26.3pp | 480.62%-471.7pp | 26.06%-17.2pp |
| Employer contribution / active EE | $3,911 | $2,136+83.0% | $2,933+33.3% | $2,596+50.6% |
| Participant deferral / active EE | $266 | $3,260-91.8% | $4,709-94.3% | $4,274-93.8% |
| Admin fee / account holder | $15,394 | $5,629+173.5% | $7,244+112.5% | $7,775+98.0% |