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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 | $50,298 | $114,013-55.9% | $103,693-51.5% | $155,188-67.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 7.83% | 49.31%-41.5pp | 47.61%-39.8pp | 148.84%-141.0pp |
| Employer contribution / active EE | $2,475 | $3,131-21.0% | $2,920-15.2% | $4,248-41.7% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,498 | $8,407-82.2% | $7,858-80.9% | $14,480-89.7% |