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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 | $37,982 | $142,430-73.3% | $115,170-67.0% | $152,897-75.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 7.03% | 41.48%-34.5pp | 35.60%-28.6pp | 345.43%-338.4pp |
| Employer contribution / active EE | $5,192 | $4,011+29.4% | $3,179+63.3% | $4,764+9.0% |
| Participant deferral / active EE | $1,042 | $5,165-79.8% | $4,169-75.0% | $5,851-82.2% |
| Admin fee / account holder | $5,027 | $8,464-40.6% | $7,089-29.1% | $11,599-56.7% |