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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 | $100,471 | $209,336-52.0% | $197,124-49.0% | $137,256-26.8% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 2.56% | 48.09%-45.5pp | 44.34%-41.8pp | 220.34%-217.8pp |
| Employer contribution / active EE | $3,200 | $6,591-51.4% | $6,227-48.6% | $4,156-23.0% |
| Participant deferral / active EE | $565 | $9,614-94.1% | $9,135-93.8% | $6,407-91.2% |
| Admin fee / account holder | $133,120 | $17,308+669.1% | $16,298+716.8% | $12,270+984.9% |