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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 | $63,257 | $98,240-35.6% | $82,312-23.1% | $147,586-57.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 5.67% | 30.85%-25.2pp | 25.88%-20.2pp | 578.59%-572.9pp |
| Employer contribution / active EE | $10,366 | $3,192+224.8% | $2,428+326.9% | $4,876+112.6% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,641 | $8,563-34.1% | $5,608+0.6% | $10,886-48.2% |