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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 | $97,876 | $69,977+39.9% | $108,582-9.9% | $62,881+55.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 3.98% | 10.73%-6.7pp | -51.70%+55.7pp | 20.14%-16.2pp |
| Employer contribution / active EE | $3,175 | $2,135+48.7% | $3,758-15.5% | $2,281+39.2% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,994 | $5,076-1.6% | $7,645-34.7% | $4,296+16.2% |