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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 | $53,538 | $77,419-30.8% | $69,461-22.9% | $152,885-65.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 4.94% | 39.07%-34.1pp | 28.97%-24.0pp | 345.39%-340.4pp |
| Employer contribution / active EE | $2,761 | $3,315-16.7% | $2,779-0.7% | $4,763-42.0% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,938 | $6,207-68.8% | $3,840-49.5% | $11,598-83.3% |