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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 | $52,541 | $101,763-48.4% | $164,866-68.1% | $80,874-35.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 9.66% | 16.73%-7.1pp | 69.97%-60.3pp | 35.62%-26.0pp |
| Employer contribution / active EE | $12,121 | $2,954+310.3% | $4,343+179.1% | $2,756+339.9% |
| Participant deferral / active EE | $1,389 | $4,477-69.0% | $6,033-77.0% | $4,297-67.7% |
| Admin fee / account holder | $1,019 | $8,228-87.6% | $12,689-92.0% | $6,935-85.3% |