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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 | $48,683 | $132,099-63.1% | $115,599-57.9% | $138,895-64.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 5.69% | 176.76%-171.1pp | 111.10%-105.4pp | 145.39%-139.7pp |
| Employer contribution / active EE | $7,008 | $3,416+105.1% | $2,955+137.1% | $4,194+67.1% |
| Participant deferral / active EE | $1,296 | $5,617-76.9% | $4,889-73.5% | $6,396-79.7% |
| Admin fee / account holder | $2,678 | $15,650-82.9% | $12,841-79.1% | $12,562-78.7% |