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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 | $28,780 | $124,351-76.9% | $109,188-73.6% | $167,553-82.8% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.9%+16.4pp | 82.1%+10.2pp |
| Annual return | 7.62% | 26.04%-18.4pp | 25.76%-18.1pp | 478.89%-471.3pp |
| Employer contribution / active EE | $10,170 | $4,210+141.6% | $3,723+173.2% | $4,840+110.1% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $10,354 | $7,975+29.8% | $6,755+53.3% | $12,316-15.9% |