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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 | $48,751 | $60,128-18.9% | $90,440-46.1% | $79,852-38.9% |
| Participation rate | 86.0% | 65.0%+21.1pp | 72.7%+13.4pp | 69.6%+16.4pp |
| Annual return | 10.20% | 71.95%-61.8pp | 1294.38%-1284.2pp | 31.72%-21.5pp |
| Employer contribution / active EE | $5,370 | $2,068+159.6% | $3,263+64.6% | $2,471+117.3% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $16,212 | $3,977+307.6% | $5,615+188.7% | $5,306+205.5% |