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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 | $117,826 | $171,492-31.3% | $150,734-21.8% | $198,609-40.7% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 2.91% | 804.70%-801.8pp | 600.81%-597.9pp | 202.70%-199.8pp |
| Employer contribution / active EE | $3,904 | $5,470-28.6% | $4,918-20.6% | $5,055-22.8% |
| Participant deferral / active EE | $1,633 | $6,259-73.9% | $5,610-70.9% | $6,977-76.6% |
| Admin fee / account holder | $19,224 | $17,628+9.1% | $14,905+29.0% | $19,030+1.0% |