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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 | $71,617 | $124,351-42.4% | $109,188-34.4% | $167,553-57.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 9.19% | 26.04%-16.9pp | 25.76%-16.6pp | 478.89%-469.7pp |
| Employer contribution / active EE | $11,878 | $4,210+182.2% | $3,723+219.0% | $4,840+145.4% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $702 | $7,975-91.2% | $6,755-89.6% | $12,316-94.3% |