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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 | $82,590 | $106,247-22.3% | $96,515-14.4% | $139,466-40.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 10.71% | 38.47%-27.8pp | 35.73%-25.0pp | 373.66%-363.0pp |
| Employer contribution / active EE | $1,389 | $4,106-66.2% | $3,740-62.9% | $4,754-70.8% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $5,023 | $7,885-36.3% | $6,735-25.4% | $11,409-56.0% |