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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 | $122,814 | $232,540-47.2% | $185,117-33.7% | $147,585-16.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 1.57% | 43.03%-41.5pp | 40.50%-38.9pp | 578.58%-577.0pp |
| Employer contribution / active EE | $38,971 | $5,195+650.1% | $4,182+832.0% | $4,876+699.2% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $9,308 | $10,275-9.4% | $8,159+14.1% | $10,886-14.5% |