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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 | $67,608 | $95,406-29.1% | $185,849-63.6% | $85,847-21.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 10.43% | 23.59%-13.2pp | 122.10%-111.7pp | 318.61%-308.2pp |
| Employer contribution / active EE | $2,999 | $3,314-9.5% | $5,169-42.0% | $2,565+16.9% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $9,216 | $7,214+27.7% | $16,244-43.3% | $6,261+47.2% |