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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 | $53,784 | $46,599+15.4% | $64,101-16.1% | $75,173-28.5% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 9.31% | 26.06%-16.7pp | 33.72%-24.4pp | 160.72%-151.4pp |
| Employer contribution / active EE | $10,121 | $1,975+412.4% | $2,749+268.2% | $2,671+278.9% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,778 | $2,956-6.0% | $3,070-9.5% | $5,651-50.8% |