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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 | $71,141 | $57,590+23.5% | $86,233-17.5% | $82,448-13.7% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 7.26% | 22.41%-15.2pp | 61.39%-54.1pp | 41.64%-34.4pp |
| Employer contribution / active EE | $6,000 | $1,655+262.5% | $2,504+139.6% | $2,551+135.2% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $4,559-100.0% | $4,139-100.0% |
| Admin fee / account holder | $127,538 | $4,730+2596.2% | $8,342+1428.8% | $7,234+1662.9% |