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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 | $71,299 | $110,248-35.3% | $95,728-25.5% | $139,456-48.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 3.66% | 27.16%-23.5pp | 28.40%-24.7pp | 373.45%-369.8pp |
| Employer contribution / active EE | $6,000 | $3,258+84.1% | $2,835+111.6% | $4,753+26.2% |
| Participant deferral / active EE | $0 | $4,675-100.0% | $4,245-100.0% | $6,711-100.0% |
| Admin fee / account holder | $3,709 | $6,607-43.9% | $5,673-34.6% | $11,407-67.5% |