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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 | $76,000 | $136,860-44.5% | $120,344-36.8% | $154,746-50.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 3.82% | 21.38%-17.6pp | 20.30%-16.5pp | 172.34%-168.5pp |
| Employer contribution / active EE | $7,500 | $3,533+112.3% | $3,020+148.3% | $4,379+71.3% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $39,475 | $15,393+156.5% | $12,742+209.8% | $14,365+174.8% |