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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 | $62,733 | $110,410-43.2% | $102,437-38.8% | $145,897-57.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 5.55% | 24.85%-19.3pp | 24.95%-19.4pp | 552.29%-546.7pp |
| Employer contribution / active EE | $10,000 | $4,217+137.1% | $3,871+158.4% | $4,663+114.5% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $7,289 | $9,745-25.2% | $8,388-13.1% | $13,390-45.6% |