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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 | $47,279 | $96,508-51.0% | $75,901-37.7% | $152,897-69.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 5.00% | 33.99%-29.0pp | 30.76%-25.8pp | 345.43%-340.4pp |
| Employer contribution / active EE | $1,667 | $3,310-49.6% | $2,501-33.4% | $4,764-65.0% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,122 | $8,081-36.6% | $5,420-5.5% | $11,599-55.8% |