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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 | $46,031 | $53,128-13.4% | $86,582-46.8% | $70,126-34.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 6.77% | 27.66%-20.9pp | 965.08%-958.3pp | 73.15%-66.4pp |
| Employer contribution / active EE | $2,843 | $2,068+37.5% | $2,839+0.1% | $2,343+21.4% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,422 | $3,584+51.3% | $4,904+10.6% | $4,645+16.7% |