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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 | $89,220 | $156,616-43.0% | $133,346-33.1% | $198,609-55.1% |
| Participation rate | 90.9% | 77.7%+13.2pp | 72.8%+18.1pp | 82.4%+8.5pp |
| Annual return | 2.27% | 44.25%-42.0pp | 36.85%-34.6pp | 202.70%-200.4pp |
| Employer contribution / active EE | $2,273 | $3,368-32.5% | $2,853-20.4% | $5,055-55.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $391 | $17,468-97.8% | $14,264-97.3% | $19,030-97.9% |