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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 | $36,596 | $117,859-68.9% | $102,438-64.3% | $145,959-74.9% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 8.21% | 31.72%-23.5pp | 29.37%-21.2pp | 561.95%-553.7pp |
| Employer contribution / active EE | $3,250 | $3,615-10.1% | $3,024+7.5% | $4,661-30.3% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,689-100.0% |
| Admin fee / account holder | $775 | $13,318-94.2% | $9,448-91.8% | $13,398-94.2% |