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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 | $97,777 | $57,541+69.9% | $95,759+2.1% | $75,177+30.1% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 4.04% | 34.93%-30.9pp | 28.42%-24.4pp | 160.75%-156.7pp |
| Employer contribution / active EE | $714 | $1,808-60.5% | $2,836-74.8% | $2,671-73.3% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,244-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,301 | $4,099+4.9% | $5,678-24.3% | $5,651-23.9% |