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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 | $60,785 | $50,554+20.2% | $67,681-10.2% | $87,485-30.5% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 5.95% | 17.81%-11.9pp | 590.58%-584.6pp | 26.06%-20.1pp |
| Employer contribution / active EE | $9,592 | $1,988+382.4% | $2,678+258.2% | $2,596+269.5% |
| Participant deferral / active EE | $0 | $2,961-100.0% | $3,976-100.0% | $4,274-100.0% |
| Admin fee / account holder | $4,796 | $4,132+16.0% | $6,100-21.4% | $7,775-38.3% |