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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 | $68,760 | $118,869-42.2% | $96,575-28.8% | $167,518-59.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 7.91% | 50.49%-42.6pp | 37.79%-29.9pp | 478.71%-470.8pp |
| Employer contribution / active EE | $2,204 | $3,120-29.4% | $2,357-6.5% | $4,838-54.5% |
| Participant deferral / active EE | $1,072 | $4,616-76.8% | $3,849-72.2% | $6,342-83.1% |
| Admin fee / account holder | $12,907 | $8,067+60.0% | $6,182+108.8% | $12,312+4.8% |