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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 | $133,546 | $210,698-36.6% | $178,014-25.0% | $145,959-8.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.99% | 386.27%-380.3pp | 294.80%-288.8pp | 561.95%-556.0pp |
| Employer contribution / active EE | $2,485 | $4,567-45.6% | $3,950-37.1% | $4,661-46.7% |
| Participant deferral / active EE | $517 | $6,958-92.6% | $6,276-91.8% | $6,689-92.3% |
| Admin fee / account holder | $2,289 | $12,016-80.9% | $10,362-77.9% | $13,398-82.9% |