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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 | $117,829-68.9% | $102,423-64.3% | $145,877-74.9% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 8.21% | 31.83%-23.6pp | 29.42%-21.2pp | 551.28%-543.1pp |
| Employer contribution / active EE | $3,250 | $3,615-10.1% | $3,023+7.5% | $4,663-30.3% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $775 | $13,335-94.2% | $9,455-91.8% | $13,402-94.2% |