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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 | $49,496 | $65,712-24.7% | $57,196-13.5% | $273,972-81.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -0.60% | 22.01%-22.6pp | 14.59%-15.2pp | 41.46%-42.1pp |
| Employer contribution / active EE | $21,714 | $3,280+562.0% | $2,683+709.3% | $4,869+346.0% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $22,000 | $4,838+354.8% | $3,141+600.5% | $10,133+117.1% |