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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 | $71,592 | $103,392-30.8% | $87,104-17.8% | $152,897-53.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 2.60% | 28.10%-25.5pp | 28.19%-25.6pp | 345.43%-342.8pp |
| Employer contribution / active EE | $4,500 | $3,221+39.7% | $2,521+78.5% | $4,764-5.5% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,292 | $12,194-73.0% | $7,491-56.1% | $11,599-71.6% |