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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 | $58,057+22.5% | $97,032-26.7% | $86,983-18.2% |
| Participation rate | 100.0% | 60.4%+39.6pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 7.26% | 22.26%-15.0pp | 35.38%-28.1pp | 25.83%-18.6pp |
| Employer contribution / active EE | $6,000 | $1,663+260.7% | $2,629+128.2% | $2,584+132.2% |
| Participant deferral / active EE | $0 | $3,244-100.0% | $4,672-100.0% | $4,194-100.0% |
| Admin fee / account holder | $127,538 | $4,839+2535.8% | $9,418+1254.2% | $7,856+1523.5% |