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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 | $61,927 | $48,314+28.2% | $67,561-8.3% | $80,925-23.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 6.51% | 18.28%-11.8pp | 3525.44%-3518.9pp | 35.65%-29.1pp |
| Employer contribution / active EE | $11,127 | $2,022+450.3% | $2,735+306.9% | $2,756+303.7% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,691 | $3,6900% | $4,006-7.9% | $6,940-46.8% |