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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 | $43,533 | $123,793-64.8% | $177,848-75.5% | $79,856-45.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 1.67% | 22.82%-21.2pp | 48.33%-46.7pp | 31.71%-30.0pp |
| Employer contribution / active EE | $8,929 | $4,095+118.0% | $5,919+50.9% | $2,471+261.3% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,227 | $7,243-41.6% | $12,431-66.0% | $5,306-20.3% |