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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 | $50,808 | $137,414-63.0% | $189,520-73.2% | $85,856-40.8% |
| Participation rate | 98.6% | 84.6%+13.9pp | 87.8%+10.7pp | 69.3%+29.2pp |
| Annual return | 9.67% | 38.14%-28.5pp | 555.25%-545.6pp | 318.58%-308.9pp |
| Employer contribution / active EE | $3,272 | $4,344-24.7% | $6,161-46.9% | $2,565+27.6% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,561 | $8,630-35.6% | $12,046-53.8% | $6,261-11.2% |