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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 | $38,474 | $152,460-74.8% | $118,746-67.6% | $147,586-73.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 3.34% | 17.41%-14.1pp | 24.54%-21.2pp | 578.59%-575.3pp |
| Employer contribution / active EE | $2,477 | $5,046-50.9% | $4,193-40.9% | $4,876-49.2% |
| Participant deferral / active EE | $1,239 | $6,212-80.1% | $5,332-76.8% | $5,439-77.2% |
| Admin fee / account holder | $5,945 | $16,953-64.9% | $10,720-44.5% | $10,886-45.4% |