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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 | $59,811 | $149,778-60.1% | $118,946-49.7% | $158,966-62.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 3.51% | 19.95%-16.4pp | 35.89%-32.4pp | 302.95%-299.4pp |
| Employer contribution / active EE | $12,084 | $4,117+193.5% | $3,263+270.3% | $4,762+153.7% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $6,593 | $8,604-23.4% | $6,581+0.2% | $11,250-41.4% |