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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 | $51,042 | $104,251-51.0% | $91,004-43.9% | $147,586-65.4% |
| Participation rate | 81.8% | 78.2%+3.6pp | 75.6%+6.2pp | 82.8%-1.0pp |
| Annual return | 4.87% | 27.06%-22.2pp | 4.60%+0.3pp | 578.59%-573.7pp |
| Employer contribution / active EE | $10,793 | $3,116+246.4% | $2,456+339.5% | $4,876+121.3% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $16,447 | $8,948+83.8% | $5,417+203.6% | $10,886+51.1% |