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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 | $40,111 | $232,540-82.8% | $185,117-78.3% | $147,586-72.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 6.25% | 43.03%-36.8pp | 40.50%-34.2pp | 578.59%-572.3pp |
| Employer contribution / active EE | $3,571 | $5,195-31.3% | $4,182-14.6% | $4,876-26.8% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,303 | $10,275-87.3% | $8,159-84.0% | $10,886-88.0% |