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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 | $58,628 | $106,267-44.8% | $96,520-39.3% | $139,456-58.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 7.39% | 38.45%-31.1pp | 35.72%-28.3pp | 373.45%-366.1pp |
| Employer contribution / active EE | $38,678 | $4,105+842.2% | $3,739+934.5% | $4,753+713.8% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $7,458 | $7,882-5.4% | $6,733+10.8% | $11,407-34.6% |