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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 | $70,141 | $78,423-10.6% | $95,964-26.9% | $79,856-12.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 3.77% | 19.37%-15.6pp | 91.64%-87.9pp | 31.71%-27.9pp |
| Employer contribution / active EE | $5,172 | $1,945+165.9% | $2,541+103.5% | $2,471+109.3% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,917 | $5,622-30.3% | $6,797-42.4% | $5,306-26.2% |