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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 | $71,990 | $123,898-41.9% | $116,538-38.2% | $155,188-53.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.8%+19.2pp |
| Annual return | 3.64% | 16.04%-12.4pp | 17.97%-14.3pp | 148.84%-145.2pp |
| Employer contribution / active EE | $8,387 | $4,739+77.0% | $4,541+84.7% | $4,248+97.4% |
| Participant deferral / active EE | $0 | $6,400-100.0% | $6,207-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,749 | $9,174-59.1% | $8,737-57.1% | $14,480-74.1% |