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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 | $50,219 | $78,705-36.2% | $117,857-57.4% | $70,131-28.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 10.76% | 23.30%-12.5pp | 335.09%-324.3pp | 73.14%-62.4pp |
| Employer contribution / active EE | $3,374 | $2,223+51.8% | $3,786-10.9% | $2,342+44.0% |
| Participant deferral / active EE | $1,430 | $3,297-56.6% | $4,482-68.1% | $3,332-57.1% |
| Admin fee / account holder | $1,857 | $5,065-63.3% | $8,020-76.8% | $4,645-60.0% |