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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 | $87,037 | $275,752-68.4% | $256,809-66.1% | $198,609-56.2% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 1.94% | 34.81%-32.9pp | 32.73%-30.8pp | 202.70%-200.8pp |
| Employer contribution / active EE | $3,833 | $7,721-50.4% | $7,263-47.2% | $5,055-24.2% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $11,485 | $25,716-55.3% | $25,146-54.3% | $19,030-39.6% |