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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 | $107,344 | $110,410-2.8% | $102,437+4.8% | $145,897-26.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 1.72% | 24.85%-23.1pp | 24.95%-23.2pp | 552.29%-550.6pp |
| Employer contribution / active EE | $14,000 | $4,217+232.0% | $3,871+261.7% | $4,663+200.3% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,034 | $9,745-89.4% | $8,388-87.7% | $13,390-92.3% |