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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 | $54,580 | $97,289-43.9% | $92,805-41.2% | $155,188-64.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 7.42% | 29.03%-21.6pp | 31.59%-24.2pp | 148.84%-141.4pp |
| Employer contribution / active EE | $5,511 | $3,632+51.7% | $3,424+61.0% | $4,248+29.7% |
| Participant deferral / active EE | $0 | $8,795-100.0% | $8,448-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,177 | $12,015-90.2% | $10,911-89.2% | $14,480-91.9% |