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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 | $46,529 | $132,634-64.9% | $115,768-59.8% | $137,256-66.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 6.52% | 160.70%-154.2pp | 100.46%-93.9pp | 220.34%-213.8pp |
| Employer contribution / active EE | $7,476 | $3,360+122.5% | $2,940+154.3% | $4,156+79.9% |
| Participant deferral / active EE | $1,391 | $5,619-75.2% | $4,917-71.7% | $6,407-78.3% |
| Admin fee / account holder | $3,777 | $15,028-74.9% | $12,439-69.6% | $12,270-69.2% |