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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 | $87,189 | $115,225-24.3% | $100,712-13.4% | $138,895-37.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 8.56% | 40.35%-31.8pp | 33.27%-24.7pp | 145.39%-136.8pp |
| Employer contribution / active EE | $8,571 | $2,771+209.3% | $2,313+270.6% | $4,194+104.3% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $751 | $10,844-93.1% | $9,256-91.9% | $12,562-94.0% |