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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 | $103,487 | $135,956-23.9% | $123,894-16.5% | $273,972-62.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.42% | 56.63%-53.2pp | 47.52%-44.1pp | 41.46%-38.0pp |
| Employer contribution / active EE | $1,289 | $5,170-75.1% | $4,617-72.1% | $4,869-73.5% |
| Participant deferral / active EE | $10 | $6,343-99.8% | $5,984-99.8% | $5,287-99.8% |
| Admin fee / account holder | $4,219 | $9,817-57.0% | $8,357-49.5% | $10,133-58.4% |