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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 | $42,912 | $100,041-57.1% | $149,718-71.3% | $70,131-38.8% |
| Participation rate | 98.9% | 83.6%+15.3pp | 87.1%+11.8pp | 69.5%+29.3pp |
| Annual return | 8.95% | 27.43%-18.5pp | 1501.67%-1492.7pp | 73.14%-64.2pp |
| Employer contribution / active EE | $3,230 | $3,662-11.8% | $5,445-40.7% | $2,342+37.9% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,569-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,291 | $8,286-36.1% | $11,283-53.1% | $4,645+13.9% |