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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 | $59,790 | $228,352-73.8% | $185,827-67.8% | $158,950-62.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 1.80% | 40.81%-39.0pp | 35.96%-34.2pp | 302.91%-301.1pp |
| Employer contribution / active EE | $3,382 | $4,967-31.9% | $4,087-17.3% | $4,762-29.0% |
| Participant deferral / active EE | $558 | $6,416-91.3% | $5,633-90.1% | $5,983-90.7% |
| Admin fee / account holder | $545 | $11,867-95.4% | $9,502-94.3% | $11,248-95.2% |