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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 | $110,337-2.7% | $102,383+4.8% | $145,877-26.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 1.72% | 24.83%-23.1pp | 24.94%-23.2pp | 551.28%-549.6pp |
| Employer contribution / active EE | $14,000 | $4,216+232.1% | $3,870+261.7% | $4,663+200.2% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,034 | $9,750-89.4% | $8,391-87.7% | $13,402-92.3% |