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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 | $90,050 | $152,592-41.0% | $125,180-28.1% | $152,885-41.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 4.13% | 54.84%-50.7pp | 43.79%-39.7pp | 345.39%-341.3pp |
| Employer contribution / active EE | $2,278 | $4,947-54.0% | $3,866-41.1% | $4,763-52.2% |
| Participant deferral / active EE | $1,606 | $5,868-72.6% | $4,937-67.5% | $5,851-72.5% |
| Admin fee / account holder | $6,195 | $13,435-53.9% | $9,703-36.2% | $11,598-46.6% |