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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 | $114,536 | $124,346-7.9% | $111,306+2.9% | $167,553-31.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 4.84% | 37.46%-32.6pp | 54.67%-49.8pp | 478.89%-474.1pp |
| Employer contribution / active EE | $2,361 | $3,438-31.3% | $2,732-13.6% | $4,840-51.2% |
| Participant deferral / active EE | $354 | $5,182-93.2% | $4,488-92.1% | $6,343-94.4% |
| Admin fee / account holder | $5,243 | $10,623-50.6% | $7,966-34.2% | $12,316-57.4% |