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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 | $76,944 | $58,927+30.6% | $76,823+0.2% | $72,983+5.4% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 1.50% | 2305.64%-2304.1pp | 1166.42%-1164.9pp | 81.01%-79.5pp |
| Employer contribution / active EE | $4,336 | $1,787+142.7% | $2,302+88.3% | $2,440+77.7% |
| Participant deferral / active EE | $650 | $2,690-75.8% | $3,336-80.5% | $3,608-82.0% |
| Admin fee / account holder | $4,291 | $4,013+6.9% | $6,422-33.2% | $5,124-16.3% |