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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 | $44,945 | $117,846-61.9% | $102,434-56.1% | $145,884-69.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 0.30% | 31.90%-31.6pp | 29.46%-29.2pp | 551.85%-551.5pp |
| Employer contribution / active EE | $16,026 | $3,615+343.3% | $3,023+430.1% | $4,662+243.7% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $7,625 | $13,356-42.9% | $9,462-19.4% | $13,392-43.1% |