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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 | $31,595 | $110,278-71.3% | $95,740-67.0% | $139,466-77.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 3.38% | 27.19%-23.8pp | 28.41%-25.0pp | 373.66%-370.3pp |
| Employer contribution / active EE | $8,000 | $3,260+145.4% | $2,836+182.1% | $4,754+68.3% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,244-100.0% | $6,712-100.0% |
| Admin fee / account holder | $684 | $6,613-89.7% | $5,676-87.9% | $11,409-94.0% |