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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 | $83,913 | $59,123+41.9% | $77,183+8.7% | $75,181+11.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 9.78% | 26.72%-16.9pp | 37.89%-28.1pp | 160.69%-150.9pp |
| Employer contribution / active EE | $12,000 | $1,996+501.4% | $2,534+373.6% | $2,671+349.4% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,833-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,122 | $4,776-76.5% | $5,475-79.5% | $5,650-80.1% |