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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 | $65,910 | $114,013-42.2% | $103,693-36.4% | $155,188-57.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 4.70% | 49.31%-44.6pp | 47.61%-42.9pp | 148.84%-144.1pp |
| Employer contribution / active EE | $6,111 | $3,131+95.2% | $2,920+109.3% | $4,248+43.9% |
| Participant deferral / active EE | $311 | $4,970-93.7% | $4,579-93.2% | $6,531-95.2% |
| Admin fee / account holder | $39,231 | $8,407+366.6% | $7,858+399.2% | $14,480+170.9% |