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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 | $43,756 | $157,276-72.2% | $141,177-69.0% | $152,885-71.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.08% | 64.33%-51.3pp | 71.40%-58.3pp | 345.39%-332.3pp |
| Employer contribution / active EE | $1,747 | $5,262-66.8% | $4,736-63.1% | $4,763-63.3% |
| Participant deferral / active EE | $1,390 | $7,110-80.5% | $6,710-79.3% | $5,851-76.2% |
| Admin fee / account holder | $90,652 | $12,123+647.8% | $10,263+783.3% | $11,598+681.6% |