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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 | $46,611 | $103,387-54.9% | $87,102-46.5% | $152,885-69.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 6.63% | 28.10%-21.5pp | 28.19%-21.6pp | 345.39%-338.8pp |
| Employer contribution / active EE | $4,240 | $3,221+31.6% | $2,521+68.2% | $4,763-11.0% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $622 | $12,193-94.9% | $7,491-91.7% | $11,598-94.6% |