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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 | $56,897 | $157,304-63.8% | $141,197-59.7% | $152,909-62.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 9.17% | 64.34%-55.2pp | 71.41%-62.2pp | 345.46%-336.3pp |
| Employer contribution / active EE | $5,344 | $5,263+1.5% | $4,736+12.8% | $4,764+12.2% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $342 | $12,126-97.2% | $10,265-96.7% | $11,601-97.1% |