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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 | $95,959-25.0% | $97,411-26.1% | $138,895-48.2% |
| Participation rate | 100.0% | 81.8%+18.2pp | 80.4%+19.6pp | 79.9%+20.1pp |
| Annual return | 3.64% | 29.30%-25.7pp | 34.72%-31.1pp | 145.39%-141.7pp |
| Employer contribution / active EE | $8,387 | $4,278+96.0% | $4,210+99.2% | $4,194+100.0% |
| Participant deferral / active EE | $0 | $5,876-100.0% | $5,886-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,749 | $7,555-50.4% | $7,145-47.5% | $12,562-70.2% |