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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 | $87,848 | $152,612-42.4% | $125,192-29.8% | $152,897-42.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 7.38% | 54.85%-47.5pp | 43.79%-36.4pp | 345.43%-338.1pp |
| Employer contribution / active EE | $4,184 | $4,947-15.4% | $3,866+8.2% | $4,764-12.2% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $919 | $13,437-93.2% | $9,704-90.5% | $11,599-92.1% |