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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 | $40,501 | $124,314-67.4% | $109,163-62.9% | $167,518-75.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 7.26% | 26.04%-18.8pp | 25.75%-18.5pp | 478.71%-471.4pp |
| Employer contribution / active EE | $2,517 | $4,209-40.2% | $3,723-32.4% | $4,838-48.0% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $461 | $7,973-94.2% | $6,754-93.2% | $12,312-96.3% |