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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 | $44,325 | $105,864-58.1% | $90,162-50.8% | $147,585-70.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 9.99% | 37.63%-27.6pp | 34.88%-24.9pp | 578.57%-568.6pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,626 | $5,733-71.6% | $5,287-69.2% | $5,439-70.1% |
| Admin fee / account holder | $10,782 | $8,046+34.0% | $5,943+81.4% | $10,885-0.9% |