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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 | $94,321 | $162,821-42.1% | $133,978-29.6% | $158,982-40.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 4.47% | 41.95%-37.5pp | 45.10%-40.6pp | 302.99%-298.5pp |
| Employer contribution / active EE | $4,748 | $4,976-4.6% | $3,919+21.2% | $4,763-0.3% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,499 | $11,742-70.2% | $8,930-60.8% | $11,252-68.9% |