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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 | $78,485 | $125,797-37.6% | $170,057-53.8% | $75,177+4.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 11.23% | 27.20%-16.0pp | 53.42%-42.2pp | 160.75%-149.5pp |
| Employer contribution / active EE | $3,447 | $4,616-25.3% | $6,790-49.2% | $2,671+29.0% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,256 | $8,177-84.6% | $12,826-90.2% | $5,651-77.8% |