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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 | $78,596 | $115,810-32.1% | $101,271-22.4% | $158,966-50.6% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+8.9pp |
| Annual return | 3.79% | 56.15%-52.4pp | 46.48%-42.7pp | 302.95%-299.2pp |
| Employer contribution / active EE | $9,209 | $4,175+120.5% | $3,660+151.6% | $4,762+93.4% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $872 | $7,248-88.0% | $5,948-85.3% | $11,250-92.3% |