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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 | $49,082 | $64,920-24.4% | $103,693-52.7% | $86,983-43.6% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 10.53% | 30.29%-19.8pp | 47.61%-37.1pp | 25.83%-15.3pp |
| Employer contribution / active EE | $4,599 | $2,141+114.8% | $2,920+57.5% | $2,584+77.9% |
| Participant deferral / active EE | $0 | $3,241-100.0% | $4,579-100.0% | $4,194-100.0% |
| Admin fee / account holder | $28,003 | $6,191+352.3% | $7,858+256.4% | $7,856+256.5% |