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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 | $37,956 | $107,733-64.8% | $92,985-59.2% | $154,746-75.5% |
| Participation rate | 75.0% | 74.6%+0.4pp | 69.5%+5.5pp | 80.7%-5.7pp |
| Annual return | 3.45% | 30.39%-26.9pp | 27.99%-24.5pp | 172.34%-168.9pp |
| Employer contribution / active EE | $10,000 | $3,126+219.9% | $2,662+275.6% | $4,379+128.4% |
| Participant deferral / active EE | $0 | $5,053-100.0% | $4,377-100.0% | $6,730-100.0% |
| Admin fee / account holder | $127,333 | $11,369+1020.0% | $9,463+1245.6% | $14,365+786.4% |