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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 | $40,330 | $102,422-60.6% | $147,117-72.6% | $80,959-50.2% |
| Participation rate | 77.3% | 75.9%+1.4pp | 82.2%-4.9pp | 67.7%+9.6pp |
| Annual return | 11.27% | 135.16%-123.9pp | 420.54%-409.3pp | 35.67%-24.4pp |
| Employer contribution / active EE | $8,963 | $3,717+141.1% | $4,932+81.7% | $2,757+225.1% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $536 | $7,953-93.3% | $12,993-95.9% | $6,925-92.3% |