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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 | $45,960 | $132,099-65.2% | $115,599-60.2% | $138,895-66.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 2.39% | 176.76%-174.4pp | 111.10%-108.7pp | 145.39%-143.0pp |
| Employer contribution / active EE | $2,799 | $3,416-18.1% | $2,955-5.3% | $4,194-33.3% |
| Participant deferral / active EE | $1,294 | $5,617-77.0% | $4,889-73.5% | $6,396-79.8% |
| Admin fee / account holder | $2,855 | $15,650-81.8% | $12,841-77.8% | $12,562-77.3% |