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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 | $67,110 | $49,255+36.2% | $70,494-4.8% | $79,856-16.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 1.14% | 30.10%-29.0pp | 109.16%-108.0pp | 31.71%-30.6pp |
| Employer contribution / active EE | $5,837 | $2,100+178.0% | $2,738+113.2% | $2,471+136.2% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,711-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,500 | $2,879-47.9% | $3,848-61.0% | $5,306-71.7% |