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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 | $93,396 | $152,619-38.8% | $125,195-25.4% | $152,909-38.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 9.76% | 54.85%-45.1pp | 43.79%-34.0pp | 345.46%-335.7pp |
| Employer contribution / active EE | $3,846 | $4,947-22.3% | $3,866-0.5% | $4,764-19.3% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,309 | $13,437-67.9% | $9,704-55.6% | $11,601-62.9% |