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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 | $41,592 | $115,225-63.9% | $100,712-58.7% | $138,895-70.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 8.65% | 40.35%-31.7pp | 33.27%-24.6pp | 145.39%-136.7pp |
| Employer contribution / active EE | $2,036 | $2,771-26.5% | $2,313-12.0% | $4,194-51.5% |
| Participant deferral / active EE | $781 | $4,699-83.4% | $4,085-80.9% | $6,396-87.8% |
| Admin fee / account holder | $84,245 | $10,844+676.9% | $9,256+810.1% | $12,562+570.6% |