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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 | $64,282 | $98,776-34.9% | $149,745-57.1% | $79,856-19.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 10.45% | 27.38%-16.9pp | 276.72%-266.3pp | 31.71%-21.3pp |
| Employer contribution / active EE | $3,889 | $3,217+20.9% | $4,646-16.3% | $2,471+57.4% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $532 | $6,053-91.2% | $9,312-94.3% | $5,306-90.0% |