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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 | $55,789 | $106,267-47.5% | $96,520-42.2% | $139,456-60.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 8.14% | 38.45%-30.3pp | 35.72%-27.6pp | 373.45%-365.3pp |
| Employer contribution / active EE | $10,665 | $4,105+159.8% | $3,739+185.3% | $4,753+124.4% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,069 | $7,882-86.4% | $6,733-84.1% | $11,407-90.6% |