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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 | $54,530 | $148,629-63.3% | $135,982-59.9% | $139,487-60.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.77% | 79.33%-71.6pp | 68.32%-60.6pp | 373.84%-366.1pp |
| Employer contribution / active EE | $2,934 | $5,247-44.1% | $4,859-39.6% | $4,755-38.3% |
| Participant deferral / active EE | $2,115 | $8,102-73.9% | $7,760-72.7% | $6,713-68.5% |
| Admin fee / account holder | $1,613 | $12,406-87.0% | $10,767-85.0% | $11,407-85.9% |