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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 | $158,816 | $100,895+57.4% | $90,430+75.6% | $158,950-0.1% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 5.33% | 1725.54%-1720.2pp | 1293.73%-1288.4pp | 302.91%-297.6pp |
| Employer contribution / active EE | $2,044 | $3,689-44.6% | $3,262-37.3% | $4,762-57.1% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $131,495 | $6,505+1921.4% | $5,613+2242.5% | $11,248+1069.0% |