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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 | $42,890 | $228,395-81.2% | $185,861-76.9% | $158,982-73.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 3.64% | 40.82%-37.2pp | 35.96%-32.3pp | 302.99%-299.4pp |
| Employer contribution / active EE | $1,219 | $4,968-75.5% | $4,088-70.2% | $4,763-74.4% |
| Participant deferral / active EE | $1,219 | $6,417-81.0% | $5,634-78.4% | $5,983-79.6% |
| Admin fee / account holder | $2,015 | $11,869-83.0% | $9,503-78.8% | $11,252-82.1% |