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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 | $62,953 | $89,259-29.5% | $107,187-41.3% | $82,637-23.8% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 8.98% | 21.02%-12.0pp | 204.55%-195.6pp | 53.51%-44.5pp |
| Employer contribution / active EE | $6,273 | $3,080+103.7% | $3,782+65.9% | $2,552+145.8% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $762 | $7,381-89.7% | $9,162-91.7% | $7,339-89.6% |