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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 | $92,322 | $106,280-13.1% | $96,538-4.4% | $139,487-33.8% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 1.33% | 38.48%-37.2pp | 35.74%-34.4pp | 373.84%-372.5pp |
| Employer contribution / active EE | $12,859 | $4,107+213.1% | $3,740+243.8% | $4,755+170.4% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $8,266 | $7,888+4.8% | $6,737+22.7% | $11,407-27.5% |