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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 | $84,306 | $162,812-48.2% | $133,971-37.1% | $158,966-47.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 3.94% | 41.94%-38.0pp | 45.09%-41.2pp | 302.95%-299.0pp |
| Employer contribution / active EE | $12,500 | $4,976+151.2% | $3,919+219.0% | $4,762+162.5% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,384 | $11,741-62.7% | $8,929-50.9% | $11,250-61.0% |