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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 | $75,597 | $110,379-31.5% | $102,412-26.2% | $145,884-48.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.27% | 24.84%-16.6pp | 24.94%-16.7pp | 551.85%-543.6pp |
| Employer contribution / active EE | $12,073 | $4,216+186.3% | $3,870+212.0% | $4,662+158.9% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $12,590 | $9,745+29.2% | $8,388+50.1% | $13,392-6.0% |