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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 | $52,840 | $78,672-32.8% | $109,163-51.6% | $85,856-38.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 7.31% | 25.09%-17.8pp | 25.75%-18.4pp | 318.58%-311.3pp |
| Employer contribution / active EE | $7,554 | $2,734+176.3% | $3,723+102.9% | $2,565+194.5% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,180 | $5,470-23.6% | $6,754-38.1% | $6,261-33.2% |