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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 | $42,984 | $152,619-71.8% | $125,195-65.7% | $152,909-71.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 6.68% | 54.85%-48.2pp | 43.79%-37.1pp | 345.46%-338.8pp |
| Employer contribution / active EE | $2,857 | $4,947-42.3% | $3,866-26.1% | $4,764-40.0% |
| Participant deferral / active EE | $1,250 | $5,869-78.7% | $4,937-74.7% | $5,851-78.6% |
| Admin fee / account holder | $1,181 | $13,437-91.2% | $9,704-87.8% | $11,601-89.8% |