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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 | $72,906 | $101,063-27.9% | $81,473-10.5% | $147,586-50.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 3.30% | 32.41%-29.1pp | 38.78%-35.5pp | 578.59%-575.3pp |
| Employer contribution / active EE | $3,333 | $3,206+4.0% | $2,568+29.8% | $4,876-31.7% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,250 | $5,812-61.3% | $4,561-50.7% | $10,886-79.3% |