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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 | $60,442+17.7% | $96,754-26.5% | $87,485-18.7% |
| Participation rate | 100.0% | 58.7%+41.3pp | 70.3%+29.7pp | 68.9%+31.1pp |
| Annual return | 7.26% | 21.97%-14.7pp | 82.04%-74.8pp | 26.06%-18.8pp |
| Employer contribution / active EE | $6,000 | $1,691+254.9% | $2,679+123.9% | $2,596+131.1% |
| Participant deferral / active EE | $0 | $3,280-100.0% | $4,758-100.0% | $4,274-100.0% |
| Admin fee / account holder | $127,538 | $5,069+2415.9% | $8,905+1332.2% | $7,775+1540.4% |